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Technology Stocks : Semi Equipment Analysis

SOXX 301.15

-1.2%

Dec 31 4:00 PM EST

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To: Return to Sender who wrote (764)	7/9/2001 6:26:20 PM
From: Return to Sender	Read Replies (2) of 95657

Lehman Says Trough May be Near for Chip Equipment Makers By Chris Frankie Staff Reporter 7/9/01 11:46 AM ET thestreet.com Lehman Brothers said today that semiconductor equipment companies may be nearing a trough and that many of them "represent a better value than the numbers might suggest." But the brokerage said it thinks there is little room for prices to appreciate strongly in the near-term. Lehman said KLA-Tencor (KLAC:Nasdaq - news - commentary), Novellus Systems (NVLS:Nasdaq - news - commentary) and Applied Materials (AMAT:Nasdaq - news - commentary) are in a good position to take advantage of the current downturn by increasing market share because they have leading-edge technology. The stocks were off in morning trading, with KLA-Tencor recently losing 0.8% to $51.25, Novellus down 3% to $48.09 and Applied Materials 1.4% lower to $44.70. One more day of selling and the SOX should bounce back higher in my opinion. RtS

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