Semi Equipment Analysis Message Board

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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 (765)	7/9/2001 6:44:01 PM
From: James Calladine	Read Replies (1) of 95658

LEHMAN ON SEMI EQUIP SECTOR: I read this to mean: "The near term market weakness has caught us a little by surprise. We have not yet finished the distibution phase (in which we liquidate these stocks)..... We will let you know when that has happened. Look for a simultaneous downgrade of: AMAT KLAC NVLS LRCX PRIA TER KLIC CYMI PLAB (that is not the exact list, but it will give you the general idea) In the meantime, please BUY more KLAC, NVLS and AMAT. We still have lots more of these to liquidate." How do others see it? Namaste! Jim

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