Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 292.04

+2.4%

4:00 PM EST

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To: Gottfried who wrote (4842)	8/13/2002 7:25:02 AM
From: Justa Werkenstiff	Read Replies (1) of 95609

Gottfried: Interesting. But he is not in the "capital" equipment business as quoted. Instead he is in the "capitol" equipment business. MTSN last night said visibility is "very poor." Recovery is more modest than expected going into early 2003. Pushouts and cancellations were noted. Bookings should be flat to down 10% next quarter. Trend in orders to be flat for the next to quarters at least. Nothing seen to push the market going forward. Stated they needed to "rightsize" their company further. AMAT has max pain at $15.

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