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Technology Stocks : Semi Equipment Analysis

SOXX 270.83

+1.0%

Nov 21 4:00 PM EST

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To: Return to Sender who wrote (2301)	3/18/2002 12:09:50 PM
From: Donald Wennerstrom	Read Replies (1) of 95456

RtS, Yes, we had a good start for today. It was nice to get the SOX started off in the right direction, but we certainly have had a large pullback here. As I write this note, the SOX has dipped below 600. I think the following news item had a big impact this morning for the semi-equips: <<08:33 ET Bear Stearns sees higher capex by TSM, UMC : After an Asian tech tour, Bear Stearns' Ripple Effect says that semiconductor foundries TSM and UMC were both extremely bullish, and will both exceed Q2 estimates; also believes both will up their 2002 capital spending plans, which could lift Bear's Asia (ex-Japan) 2002 semi capex estimate to +9% from the current +1%.>> We need a few more like that to keep this rally going!<gg> Don

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