Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 142.62

+2.2%

Nov 21 9:30 AM EST

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To: herenow_2 who wrote (8975)	11/1/2000 12:37:07 PM
From: Q.	Read Replies (2) of 10921

MSDW - excerpts from today's comments on semis and semi equips: Semiconductor Capital Equipment: Sector Comment; Lower Capex Growth Rates Jay Deahna/Steven Pelayo ... Our new C2001E for global semiconductor capital spending growth is 10-15%, down from 30%+ previously. ... We expect push outs and lower EPS estimates across the board. Over the next several quarters, we will likely lower numbers on most of the companies we cover. Semiconductors: Sector Update Mark Edelstone While we believe the worldwide semi industry is on-track to enjoy 40% revenue growth in C2000, the environment for C2001 is more challenging. When the likelihood that a contraction in lead times during the next 3-6 months is combined with ... a more rapid deceleration in global GDP growth in C2001, we reduce our C2001 semi industry revenue growth forecast from 30-35% to 25%. When the Sept data is reported by the SIA tonight, it should clearly reflect a deceleration in Y/Y revenue growth from 53% (Aug) to 45% (Sept) ...

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