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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: scott_jiminez who wrote (1105)	9/5/2001 8:15:10 AM
From: James Calladine	Read Replies (1) of 95531

MORE FROM ANALYST LAND: (from Briefing) <<<08:02 ET Goldman Transfers Semi Equip : Goldman Sachs transfers coverages of semi equipment sector to a new analyst; James Covello is quite negative on the sector and expects an 8% decline in 2002 capital expenditures; believes investors will tire of waiting for an imminent recovery and expects a negative market reaction early next year when companies such as INTC announce capex down by as much as 30% year/year. Only AMAT is put on the RECOMMENDED LIST; the following stocks are resumed with lower ratings than under the previous analyst: ATMI, ACLS, CMOS, LRCX, MKSI, NVLS, and TER. See Up/Downgrades page for details.>>> Namaste! Jim

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