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Technology Stocks : Semi Equipment Analysis

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To: Return to Sender who wrote (1103)	9/4/2001 10:51:29 PM
From: Donald Wennerstrom	Read Replies (1) of 95529

RtS, Well, JJ may have liked it(INTC), but Dan Niles did not - and it seems that more people were listening to DN today than JJ. <gg> From Briefing.com - Intel (INTC) 26.85 -1.11: Lehman analyst Dan Niles cuts revenue estimate for Q3 to flat from +3% sequentially and EPS to $0.08 from $0.10, FY02 EPS goes to $0.60 from $0.65; says average selling prices continue to be the problem; Niles expects company to lower guidance to lower end of range or below midpoint of revenue range in Thursday's midQ update. Don

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