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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Donald Wennerstrom who wrote (1094)	9/4/2001 8:44:48 AM
From: James Calladine	Read Replies (1) of 95546

FROM BRIEFING: <<<08:30 ET SIA Data : The Semiconductor Industry Association (SIA) announced that 3-month rolling average billings for July fell 37.2% yr/yr vs a 30.9% yr/yr decrease in June... Merrill Lynch says that the sustainability of any recovery is still hard to read; firm still unable to find any evidence of improvement in end demand from the wireless, wireline and PC end markets.>>> Namaste! Jim

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