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Technology Stocks : Semi Equipment Analysis
SOXX 360.46+2.7%Jan 28 4:00 PM EST
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To: xamir who wrote (641)5/24/2001 9:37:55 AM
From: Return to Sender  Read Replies (1) of 95790
 
Semi Equipment : Bear Stearns' Ripple Effect says that book-to-bill of 0.42 in April will likely disprove the view that the worst is behind us, and notes that the NVLS mid-qtr update is May 31 and that there may be some risk to estimates. An alternative view comes from ABN AMRO, which cheers the terrible book/bill number as evidence that the bottom in orders will come in Q2, a quarter earlier than expected; reiterates BUY ratings on NVLS, AMAT, LRCX, KLAC, CYMI and ups price targets by 25% on average.

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