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Technology Stocks : Semi Equipment Analysis

SOXX 302.00

+2.6%

Nov 10 4:00 PM EST

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To: Gottfried who wrote (11989)	10/8/2003 4:54:39 PM
From: Return to Sender	Read Replies (1) of 95391

Semiconductor Equipment . . . American Technology Research's recent checks indicate Lam Research will likely report stronger than expected bookings in the Sept. quarter and give an upbeat outlook for 2004 based on the beginnings of strong investments by the DRAM chipmakers. Firm notes, however, that revenues and EPS are likely to be inline at $184 million and $0.02, respectively reflecting the flat bookings growth from prior quarters. Semiconductors . . . Micron cut to Neutral from Buy at Fulcrum amid view that DRAM pricing has likely peaked near-term. robblack.com OT: I had to order in a new AC Adaptor for my Dell laptop at lunch. I know DELL is the best in the business. I know I've got an advanced education but somehow when it takes me 30 minutes just to find the right part online and get it ordered I have to admit something, or someone, is not as well designed as I had thought. Repeat after me... Just replace the stupid modem. I don't care if it is working now. As soon as you leave it will start not working all over again! <gg> RtS

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