Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 295.15

-2.3%

Nov 11 4:00 PM EST

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To: Return to Sender who wrote (1225)	10/14/2001 11:38:07 PM
From: Donald Wennerstrom	Read Replies (1) of 95397

RtS, Yes, I believe that VECO's earnings reductions will start to show up next week in the First Call numbers. I believe there were some estimate reductions that were made by certain brokerage house(s) that did not get into the numbers for this week. You may be right about the selling for the next 2 weeks. If I had to "guess" though, I would say that we may have a little more left to go on the upside for the next couple of weeks, but there may be some "up days" and some "down days". I sold my semi-equips as well last week, but I will be looking to jump back in if I see some strength. Don

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