Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Donald Wennerstrom who wrote (12624)	11/24/2003 12:08:38 PM
From: Sam Citron	Read Replies (2) of 95572

8:36AM Smith Barney downgrades Semi and Semi Equip groups : Smith Barney trims weighting on the Semiconductor and Semi Equipment industry groups to Market Weight from Overweight after a more than 92% gain yr-to-date. Firm indicates that its proprietary Semi-Indicator is now flashing caution after Oct semi capital equipment orders jumped 12% yr-over-yr. Believes that as new production capacity comes on line, chip pricing may falter and upward earnings revisions trends may slip; thinks valuation concerns could become pronounced if earnings momentum slows. www.briefing.com

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