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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST

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To: Return to Sender who wrote (10036)6/9/2003 12:52:34 PM
From: Donald Wennerstrom  Read Replies (1) of 95572
 
RE: Sales and earnings estimates for the full year will be lowered because of the decrease in guidance for the second quarter and because the issues affecting the second quarter are now expected to also hit the third quarter and possibly the fourth quarter.

Well, here is one company that's trying to lower expectations for the rest of the year. It will be interesting to see if 2003 is a repeat of 2002 - about the middle of the year when the realization hits that a second half recovery is not in the cards, everyone will go on vacation and "wait for next year".

Don
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