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Technology Stocks : Semi Equipment Analysis

SOXX 283.58

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4:00 PM EST

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To: Donald Wennerstrom who wrote (5129)	8/28/2002 1:42:26 PM
From: Cary Salsberg	Read Replies (1) of 95467

RE: "These back-enders of the semi equipment industry typically lead coming out of a downturn and see changes in demand fairly quickly and before many others." "Typically"! When will analysts realize that a "bubble" aftermath is NOT a "typical" semi-equip down cycle? RE: "Applied Materials finally guided lower as it was the last of the biggies to admit it's ugly out there." "Finally"! AMAT was last because it reports last and gives future guidance at the report's conference call. RE: "...the move to more efficient technologies is occurring, but it is not occurring at a fast enough pace to sustain AMAT's revenues and the current technology is good enough already." OK, technology builds are not making up for the fall in capacity builds. If "current technology is good enough", why are there technology builds? All in all, I am underwhelmed by the assessment.

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