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Technology Stocks : Semi Equipment Analysis

SOXX 298.01

-0.5%

Dec 15 4:00 PM EST

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To: Donald Wennerstrom who wrote (840)	7/23/2001 6:31:36 PM
From: Return to Sender	Read Replies (2) of 95580

0.54! Higher than I expected. Looking at earnings expectations from most companies they certainly aren't shipping enough chips to stabilize pricing. Still the BtB was at the high end of expectations signaling a turnaround. The three-month average of worldwide bookings in June 2001 was $704.7 million. Also at the high end of expectations. semi.org!OpenDocument These were the expectations: 3:12PM Semi Equip Book/Bill : Industry group SEMI's book/bill ratio for the semi equipment industry will be released after the close. After plunging for months, the index edged up to 0.46 in May from 0.44 in Apr. The mean estimate of 4 firms who provided numbers for June is 0.53. However, analysts are taking pains to point out that the increase might occur because shipments are falling faster than orders, and therefore suggest the focus should be the orders number; of 5 firms whose comments we reviewed, 3 expected a decline in orders vs May's $604 mln; 2 an increase, with Goldman Sachs the most optimistic at $700 mln. Thanks, RtS

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