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Technology Stocks : Semi Equipment Analysis

SOXX 330.38

-4.4%

4:00 PM EST

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To: Donald Wennerstrom who wrote (143)	11/28/2000 6:37:08 PM
From: SpecialK	Read Replies (1) of 95863

Don, So many eyes focused on the SOX breakdown of 600, so many predictions of a quick drop to 450-500. Will it happen? CMOS came out with earnings that beat estimates. Then, Dr. Graham Siddall, Credence's president and chief executive officer said, ``We concluded the fiscal year with a record quarter that brought our year-on-year growth to 245%. Our bookings of $222 million represented a book-to-bill of slightly over 1.0, which compares favorably with the recent estimates from SEMI of 0.81 for the Test and Assembly sector in October 2000.'' Dr. Siddall continued ``In the current uncertain industry environment, there are concerns that some of these orders could be pushed out. In view of this uncertainty we estimate revenue will be sequentially down in the first quarter of fiscal 2001.'' Don, can you comment on the 0.81 of SEMI report. This seems a part of SEMI - equipment report, vs. the BtB ratio for the semi makers. Wish they separated the SOX, SMH by equipment cos and chip makers.

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