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Technology Stocks : Semi Equipment Analysis

SOXX 297.50

-2.6%

Nov 6 4:00 PM EST

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To: Kirk © who wrote (1331)	12/3/2001 9:40:33 AM
From: robert b furman	Read Replies (1) of 95383

Hi Kirk, With: 1) inventories down 2)prices firming 3)consolidation going on - Hynix and Micron talking 4)sales dollars going up - albeit slightly The next inevitable step is a growth in shipments followed by a 2 month lag in orders. With order backlogs going up - the bottom will be in and a nice rise (hopefully slow and long in time) will be in effect. JMHO Bob

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