Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 302.84

+2.0%

Dec 2 4:00 PM EST

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To: Donald Wennerstrom who wrote (11897)	9/29/2003 9:28:03 AM
From: The Ox	Read Replies (1) of 95515

8:02AM Semi Equipment stocks most oversold since early March - JP Morgan : JP Morgan believes that Semi Equipment stocks are more oversold now than at any point since early March and think concerns about Q4 order growth are overblown; firm thinks that a solid earnings season, an improving bookings outlook as Q4 unfolds, and traditional Oct to May stock seasonality suggests now is a trough. Firm reiterates ASML and KLAC as their top large-cap picks, and says BRKS, CYMI, VSEA, and LRCX remain their top small-cap picks.

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