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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

Dec 4 4:00 PM EST

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To: Cary Salsberg who wrote (1113)	9/5/2001 4:37:21 PM
From: Return to Sender	of 95526

Thanks Cary. I need to run a few charts and see where it all fits together. I found this little bit of information on INTC who does their mid quarter update tomorrow: 3:35PM Intel (INTC) 27.11 +0.26: -- Update -- Hearing from sources at Morgan Stanley that analyst Mark Edelstone believes INTC might not have to lower guidance in its midQ call, and may be able to hit the midpoint of the revenue range; however, Edelstone believes that the key issue is not sell-in but sell-through, which Edelstone believes is sluggish, and about which we will not have new information until INTC's quarterly report. That conference call and Microsoft reaffirming guidance today may just save us from visiting the April lows again... finance.yahoo.com Or maybe not! Thanks again for filling me in on your holdings and there buy points! RtS

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