Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.67

+1.5%

Nov 12 4:00 PM EST

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To: Donald Wennerstrom who wrote (1512)	1/1/2002 11:06:11 PM
From: Return to Sender	Read Replies (1) of 95406

Don I believe that year end tax loss selling and these comments from Goldman on Semis shared at Briefing.com helped exerbate the selling on Monday. 7:56AM Goldman On Semis : Goldman Sachs believes that Nov. semi orders and shipments reported Friday confirmed current seasonal strength, but also hint that the recovery will be slow and OEM customers cautious. Calls Nov. order number a bit disappointing, down 20% from Oct. with the book-to-bill dipping below 1.0 again, requiring a well-above average Dec to hold Q4 orders flat with Q3. Firm remains bullish on the sector, but believes a recovery already has been priced into the stks. Tommorow will be interesting eh. Here's to a Happy and Prosperous New Year! RtS

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