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Technology Stocks : Semi Equipment Analysis

SOXX 291.39

+2.8%

Nov 26 4:00 PM EST

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To: James Calladine who wrote (955)	8/13/2001 9:39:48 AM
From: Return to Sender	Read Replies (2) of 95480

This note really surprised me Jim. FROM BREIFING.COM: 8:51AM CIBC on Semis : CIBC World Markets says July was a surprisingly strong month for Taiwan motherboard manufacturers, with unit shipments up at least 20% month/month; top picks are Intel (INTC) and Fairchild Semi (FCS). finance.yahoo.com If this is true someone is gearing up for an increase in PC sales. Whether it comes or not will make all the difference on valuation judgements. RtS

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