Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 289.38

-3.4%

4:00 PM EST

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To: robert b furman who wrote (13782)	3/8/2004 12:08:51 PM
From: Donald Wennerstrom	Read Replies (2) of 95411

Bob, Thanks for taking the time to write a very comprehensive post on the "semi situation". You point out many, many factors that enter into the present situation and it makes a lot of sense to me. What doesn't make sense to me is the present "excessive weakness"(in my thinking) in the semi-equip area. As shown in recent tables, approximately 10 out of the 25 semi-equips in the Group have PEG's less than one. This type of tabular behavior is more closely associated with semi-equip "bottoms" than "tops". Semi-equip companies are still being upgraded on a regular basis, not downgraded. Take today for example. First Albany has upgraded AMAT, KLAC and PLAB. Needham & Co has upgraded NVLS. There are no downgrades today. I still think the semi-equips have some upside ahead, but at the moment, "Mr Market" doesn't seem to think so. Don

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