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Technology Stocks : Semi Equipment Analysis
SOXX 301.15-1.2%Dec 31 4:00 PM EST
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To: Alastair McIntosh who wrote (17915)8/10/2004 9:28:14 PM
From: BMcV  Read Replies (1) of 95657
 
>>CSFB have said nothing of the kind.<<

You have to distinguish between CSFB semi and SCE analysis. If you look at their report on ASML, you will see that the SCE group does in fact key their estimates off the semi (foundry) results:

Message 20376981

This report postdates yours by nearly a month.
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