Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 292.04

+2.4%

Dec 18 4:00 PM EST

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To: Donald Wennerstrom who wrote (11638)	9/18/2003 8:50:14 AM
From: Justa Werkenstiff	Read Replies (2) of 95611

Donald: Re: " they lowered the order input number for July substantially," Yes, from 763 to 707 or 7.34%. Overall, it just reinforces the flat trend in orders despite the run up in stock prices to anticipate a recovery in orders. Does that seem like a large revision down in your experience?

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