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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Alastair McIntosh who wrote (6521)	10/29/2002 4:31:56 PM
From: Donald Wennerstrom	of 95541

I can't find the post right now, but about a week ago, or so, an article was posted about AMAT with regard to their becoming stronger "across the board" in their product lines and service/support areas compared to their competitors. I think they have a history of taking market share, particularly when times are bad and others cannot match their R&D and marketing muscle. As to whether they are going to be guiding higher or lower I do not know - wish I did because then I could "bet" the right way.<g> However, I think they have a better chance than most to "hold their ground" or improve. We won't have long to wait to find out what they say. Don

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