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Technology Stocks : Semi Equipment Analysis

SOXX 294.38

-1.0%

Nov 7 4:00 PM EST

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To: Sarmad Y. Hermiz who wrote (12053)	10/15/2003 1:09:55 PM
From: Sultan	Read Replies (2) of 95385

Live Headline 15-Oct-03 13:07 ET WDC: Hoefer & Arnett is hearing reports of yield problems 14.40 -0.08: Hoefer & Arnett saying it has received several reports from industry sources that WDC is encountering some of the same problems that Maxtor and Seagate experienced on their 80 GB ramp. One source quotes WDC's 80 GB yields at 60%-70%, versus >85% yields reported elsewhere.

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