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Technology Stocks : Semi Equipment Analysis

SOXX 299.48

-4.8%

Dec 12 4:00 PM EST

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To: Gottfried who wrote (5056)	8/24/2002 11:28:19 AM
From: Steven C. Vartan	Read Replies (1) of 95574

Goldman Sachs had a note Friday afternoon that their channel checks indicate TSMC may announce cancellation of previously announce buys and that NVLS on Thursday's conference might discuss the deteriorating fundamentals. That said they also opine that it is too late to underweight the sector (analyst speak for since you bought when we told you to buy now you are stuck with the losers now that we figured out that it is a crappy market).

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