Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Return to Sender who wrote (10601)	7/16/2003 12:56:13 AM
From: Donald Wennerstrom	Read Replies (1) of 95487

RtS, Right now there doesn't seem to be any news that will "temper" the advance of the semi-equips. INTEL didn't raise their cap ex budget, but as you point out - AMAT was trading substantially higher in after hours(as well as other semi-equips I might add). AMAT up about 50 cents, and KLAC up about 1.30 and NVLS up about a dollar. Even TER which beat consensus earnings by 0.02, but guided lower for the 3rd quarter is up about a nickel. Like they say - "you can't keep a good stock down".:) Don

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