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Strategies & Market Trends : Sharck Soup

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To: Sharck who started this subject	8/22/2001 5:45:05 PM
From: besttrader	of 37746

UBS Warburg expects deterioration in semi september order levels --> 8/22/2001 UBS Warburg analyst Byron Walker said the report "should fuel bullishness in the sector," but he added a cautionary note: "The problem we have with the above data is, it doesn't seem to correlate with reported conditions from the industry." He said he remains negative on the sector, noting that he expects deterioration in September order levels. J.P. Morgan H&Q's Eric Chen said SEMI's bookings numbers supported indications of stabilization, but he thinks order rates will keep "bouncing along the bottom" until clear signals of demand for additional capacity emerges. Chen thinks that won't happen before the second-half of 2002. Until then, he expects capital equipment stocks to remain range bound.

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