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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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To: Return to Sender who wrote (3242)	5/23/2002 8:14:53 PM
From: Donald Wennerstrom	Read Replies (2) of 95616

RtS, You are really getting "gloomy".<gg> We threaders need to keep an "eye on you".<gg> <<At this point I am planning to sell into any rallies until September at least.>> Another subject - I assume you noticed the 2 comments on NVLS today. <<1:24PM Piper Jaffray cautious on semi equipment, Novellus : We are hearing that USB Piper Jaffray is out with a cautious call on the semi equipment sector; supplier contacts saying that Dec qt shipments are tracking flat with Sept for deposition and edge equipment, yet the Street expects growth of 10-15%; says AMAT will be impacted, but is most cautious on NVLS, which firm believes is expensive and losing share to AMAT (NVLS gives mid-qtr update next Tues). 12:48PM Novellus (NVLS) 46.48 -1.89: In company's mid-quarter update on May 28, Prudential believes NVLS could reiterate order guidance of $250 mln or better (up 43% qtr/qtr). Firm's checks suggest that customer breadth is improving, as opposed to primarily focused to the two major foundries and 2-3 DRAM manufacturers. Pru says its checks suggest visibility could have improved as manufacturing slots are full through Sept/Oct given the surge in orders, and also indicate NVLS has received new wins, such as at STMicroelectronics 300mm facility. Overall, firm thinks call will be constructive and is reiterating Buy rating and $67 price target... NVLS currently down 3.9%.>> I have certainly heard different opinions before, but these guys are not even on the same "planet". Don

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