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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

4:00 PM EST

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To: robert b furman who wrote (3250)	5/24/2002 8:51:23 AM
From: Alastair McIntosh	Read Replies (1) of 95622

Hi, robert b furman. If the board of director would take their pride and head out of their butts - and admit they've had it handed to them by the most efficient manufacturers globally (Samsung /Micron).The drop in Dram would never have occurred I think it would be more useful to explain what caused the artificial runup in DRAM earlier in the year rather than look at the reasons for the return to market pricing. My perspective is not that chips will never recover. They will recover as end demand recovers. I don't see any early signs of that as yet. (At least Goldman Sachs agrees with me this morning)

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