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Technology Stocks : Semi Equipment Analysis

SOXX 281.61

+1.7%

Nov 19 4:00 PM EST

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To: The Ox who wrote (1467)	12/28/2001 4:53:38 AM
From: robert b furman	Read Replies (1) of 95443

HI MIKE, With interest rates at 40 year lows - mortgages are cheap money.With stock prices in this sectoe being depressesd - any transaction that issues stock (at low prices) only to be repurchased at a later date (at high prices ) is a poor funding decision. Possible acquisitions may be Schlumbergers test division. They have owned Intel's business for a long time.This division has beeen put on the block for quite a while now.Cohu bought their ASE division, Amat bought their wafer inspection business. It is rumored Schlumberger wants big bucks for this - it may be Ter is getting ready to buy a primo business - although it seems like Ter has worked hard to get into other sectors ,in an effort to reduce their exposure to semi equip cycles -it is in their core competency. Maybe we can at least start a rumor for 2002.gggg Bob

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