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Technology Stocks : Semi Equipment Analysis

SOXX 342.47

+1.6%

Jan 16 4:00 PM EST

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To: Gottfried who wrote (772)	7/10/2001 8:40:59 AM
From: James Calladine	Read Replies (1) of 95738

MORE PESSIMISM(From Briefing) <<<07:53 ET CSFB on Semi Equip : After a trip to Asia, CSFB analysts write that significant oversupply and rationalizing end markets will keep the pricing environment painful for longer than expected, and believe that the market is wrongly focussed on the bottom in units, when falling prices could drive down revenues beyond the unit inflection point in Q3/Q4.>>> Namaste! Jim

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