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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Terry D who wrote (5163)	8/29/2002 11:49:22 AM
From: Gottfried	of 95487

Hi Terry, "early indications of “back to school” do not appear exciting" They do now >9:29AM Retail PC data indicates healthy back-to-school sales : Salomon Smith Barney says that U.S. retail PC back-to-school sales are actually tracking 5-10% above normal seasonal levels so far, indicating a healthy rebound despite all of the recent bad news from hardlines retailers. Separately, Prudential says that retail PC data still appears to be pointing towards a relatively healthy back-to-school season, suggesting PC vendors may have had higher channel inventory levels than previously thought; based on encouraging week-on-week and qtr-to-date trends, firm continues to believe the risk/reward on HPQ, GTW, and AAPL is favorable at current levels.< "Most recent indications from Asia are for capital spending to trend downward" >Dow Jones Business News Japan Jul Chip-Making Equip Orders +42.5%; B/B Ratio Down Thursday August 29, 4:15 am ET TOKYO -(Dow Jones)- Global orders for Japanese semiconductor manufacturing equipment grew for the fifth straight month in July, rising 42.5% on year to Y77.43 billion, the Semiconductor Equipment Association of Japan said Thursday.

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