Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 318.06

+1.4%

Jan 5 4:00 PM EST

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To: Zeev Hed who wrote (6819)	11/8/2002 5:49:57 PM
From: Donald Wennerstrom	of 95675

Zeev, Thanks for the info. Apparently, the comments from both Morgan and Goldman were based on the same data from Infineon. The "turn around" by some of these brokerage houses is amazing. They have been "trashing" the semi-equips on a continuous basis for the past 3 months, and now that they get one piece of "good" news, they see fit to post that all is now "OK" in the semi-equip world. As you point out, while raising capex expenditures is better than lowering capex expenditures, the impact is very small compared to a company like INTC. Don

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