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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Kirk © who wrote (10172)	6/18/2003 12:40:49 AM
From: Sarmad Y. Hermiz	Read Replies (2) of 95530

>> Asia is taking the B2B data well enough. Thanks. I would be interested to know how you view it. Is it consistent with a trend toward higher rev figures in coming Q, or is it a retreat from current expectations ? In the past couple weeks, Altera, Xilinx, TI and Intel each said that revs would be approx 3 to 5 % higher than prev Q, or prev expectations. So is this B2B OK in the context of waiting for capacity utilization to go higher before equip bookings increase ? I think if in fact capacity util is higher, and chip inventories are lower, today's news is good.

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