Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 292.04

+2.4%

Dec 18 4:00 PM EST

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To: Return to Sender who wrote (6970)	11/20/2002 9:28:41 AM
From: Donald Wennerstrom	Read Replies (2) of 95611

RtS, Well, we have had the "dump" for the past 3 months or so, and now we have the start of the "pump". <<Soundview raises price targets for select semi equipment stocks. Soundview believes that more evidence is mounting that Q1 could be the turn in the order picture for the semi capital equipment industry; favorites include KLAC, AMAT, RTEC, and TER; raises NVLS price target to $38 from $31, LRCX to $18 from $15, KLAC to $45 from $35, and TER to $20 from $12.>> Time to start getting "upgrades" every day or two to get the semi-equips some "new legs" to go forward and upward.<g> Don

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