Semi Equipment Analysis Message Board

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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: Return to Sender who wrote (793)	7/16/2001 9:05:29 AM
From: Return to Sender	Read Replies (1) of 95737

7:47AM UBS Bearish On Semi Equip. : UBS Warburg is introducing quarterly EPS losses on AMAT, ASMI, ATMI, ESIO, LRCX, VSEA. Firm feels that conditions continue to deteriorate; sees additional downside to present stock valuations in the current environment of reduced EPS estimates and uncertain 2002 growth. 7:27AM Dupont Photomask (DPMI) 46.22: Inks multiyear, multimillion-dollar supply agreement by which DuPont Photomasks will become a strategic supplier of masks to Xilinx. Companies also to work together to develop advanced photomask technologies in support of the XLNX transition to commercial production of 0.13-micron.

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