Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 288.52

-0.3%

4:00 PM EST

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To: Return to Sender who wrote (4977)	8/21/2002 10:30:44 AM
From: Donald Wennerstrom	Read Replies (2) of 95420

RtS, The "houses" are still at it - trying to paint a bleak picture for the semi-equips going forward. Doesn't seem to be helping their cause much however. As I write this note, 27 of the 28 stocks in the Group are in the "green" today - the total Group is up 2 percent. <<From Briefing.com: 7:46AM Lehman remains cautious on semi equipment : Following last night's semi book-to-bill report for July (see 18:08 comment), Lehman remains cautious on the prospects for semi equipment shares due to the belief that end market dynamics remain weak, consensus expectations for CY03 are too high, and valuations could come under further pressure near-term.>> Don

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