Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

0.0%

Dec 26 4:00 PM EST

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To: Cary Salsberg who wrote (9599)	4/28/2003 1:20:00 PM
From: The Ox	Read Replies (1) of 95640

My first comment is where was this company's opinion last week? Had they issued their downgrade on Tues or Weds, when the stock was trading over $15.50/share, they might look wiser and one could better understand their downgrade. They waited until the stock dropped over 10% before issuing their reduction. Sounds a bit like piling on, at first glance. As to the "substance" of the downgrade, I think their view of AMAT's future focus can easily be questioned, if it's as simplistic as the news brief asserts. It's hard to nit-pick with a 2 or 3 line news item, so unless we can get the full text of their analysis I think it should be taken with a grain of salt.

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