Semi Equipment Analysis Message Board

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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 (2764)	4/15/2002 11:18:02 AM
From: Donald Wennerstrom	Read Replies (1) of 95456

Well, "they" are starting off the week trying to hold the semi-equips down - however, so far, "they" are having a tough time. <<07:41 ET Lehman, BofA cautious on semi capital equipment : Lehman says that while the group appears to have turned, most chip co's are not yet prepared to make the large capacity driven equipment purchases that typically characterize a recovery; believes shares may retrench if there is seasonal summer weakness or if end mkts for electronics continue to recover at its current slow pace. Banc of America believes that the recovery in end mkts will be modest and/or uneven, yet valuations of the larger semi-equipment stocks suggest that the "best of all possible worlds" is ahead; macro trends and mkts upstream in the IT food chain raise serious doubts that the industry is returning to the growth patterns of the 90s.>> On the other hand, TER looks like it is doing well! <<08:52 ET Teradyne bookings look stronger than expected-- Soundview (TER) 36.80: Hearing from sources that Soundview is saying that visits to a number of Asian subcontractors indicate that bookings for TER's advanced mixed-signal semi test equipment are coming in stronger than expected; believes co will report Q1 results that will either meet or exceed ests and expects mgmt to have a relatively bullish outlook for Q2 during its conference call.>> Anyway, we have an interesting week in front of us. I will be "gone" for the next several days - I will be back Thursday evening or Friday morning. "Talk" to you then. In the interim, light a fire under this market.<gg> Don

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