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Technology Stocks : Semi Equipment Analysis

SOXX 306.14

+0.4%

Dec 24 4:00 PM EST

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To: Donald Wennerstrom who wrote (11134)	8/22/2003 2:55:13 PM
From: Return to Sender	Read Replies (2) of 95633

From Briefing.com: Intel Thoughts -- Moors & Cabot Following Intel's favorable guidance this morning, Moors & Cabot notes that it is particularly surprising that the revenue forecast increase comes with the month of September still to be determined. As with many chip companies, quarters tend to be back-end loaded. This positive preannouncement implies that the months of July and August have been significantly stronger than expected. Firm believes that positive trends being seen by Intel could lead Cap Ex plans higher for 2004. In firm's coverage universe, believes there are three names that are big beneficiaries from this news: Applied Materials (AMAT), Cymer (CYMI) and Varian Semi (VSEA). Given that the markets are running up today based on the Intel news, firm would not recommend purchasing into this rally. However, believes that any pull-backs over the next few weeks in these names represents an entry point for the stocks.

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