Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.20

-0.6%

Dec 16 4:00 PM EST

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To: Return to Sender who wrote (1691)	1/20/2002 11:31:43 PM
From: Donald Wennerstrom	Read Replies (2) of 95587

RtS, I know you watch Briefing.com, but I just saw this a few minutes ago. <<17:17 ET Semi Equipment : A Barron's article discusses Intel's (INTC) larger than expected capital spending reduction and the likelihood of similar cuts by other chip companies; article cites Goldman Sachs analyst Jim Covello for correctly anticipating the Intel cut; Covello still recommends avoiding the entire chip equipment sector.>> This is not the kind of news item to help move the sector higher. Don

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