Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 330.83

+0.1%

Feb 5 4:00 PM EST

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To: scott_jiminez who wrote (135)	11/13/2000 10:31:38 AM
From: Donald Wennerstrom	Read Replies (1) of 95880

Scott - I think you have outlined the situation very well. It is what I have felt for a long time - that there are 2 distinct camps trying to drive the semi-equips(and other tech sectors as well). And as you point out, nowhere is this more evident than in the evaluation of KLIC. Zacks has a similar range for KLIC as First Call, having a total of 12 estimates for FY-01 ranging from a minimum of 0.35 to a maximum of 2.75. Presently, both the SEMI and SIA organizations see no downturn in the future. In general, the semi-equip companies have a lot of work in front of them. The "market" however, is of a different persuasion. I keep thinking that the 2 different outlooks will get resolved soon, but that moment always seems to recede into the future.

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