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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

Dec 4 4:00 PM EST

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To: Alastair McIntosh who wrote (6632)	11/2/2002 9:01:35 PM
From: Cary Salsberg	Read Replies (1) of 95525

RE: "In my opinion current SCE prices are not supported by fundamentals." Since AMAT is the biggest and best known of the group, please explain why AMAT's price is "not supported by fundamentals". I think your contrarian point of view will very likely begin a very useful discussion.

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