Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Donald Wennerstrom who wrote (10380)	7/2/2003 12:58:52 PM
From: Donald Wennerstrom	of 95530

Also, some further input from UBS on the semi-equip sector via Briefing.com <09:40 ET Semiconductor Equipment Preview : UBS previews earnings for the Semiconductor Production Equipment group. Firm believes that most of companies under its coverage made the quarter with some (VECO, COHR, ATMI) at risk of missing consensus; says upside surprises are not expected. Notes that the stocks are richly valued when viewed on a historical basis relative to the S&P500, which makes them vulnerable to any downside in demand. At current prices, and given the current economic environment, firm believes the stocks will likely soften into the summer from current levels> Don

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