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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (72)	11/1/2000 9:24:57 AM
From: scott_jiminez	Read Replies (1) \| Respond to of 95757

This posted a couple of minutes ago on Yahoo/Finance... >>>Weighing on the semis (this morning) are negative comments from Morgan Stanley which downgrades the following chip equipment issues: Applied Materials (AMAT 53 1/8), Lam Research (LRCX 19 3/8), KLA-Tencor (KLAC 33 13/16), Advanced Energy (AEIS 17 1/4) to OUTPERFORM from STRONG BUY... Also, WR Hambrecht downgrades Altera (ALTR) and Xillinx (XLNX 72 7/16) to NEUTRAL from previous ratings STRONG BUY and BUY, respectively... Altera (ALTR 40 15/16) guided down numbers on its website yesterday after the close... <<< AMAT down 10-12% in the premarket. --------------------------- BTW, performance of the Hubris-SEM portfolio through 31 Oct. (begun on Sept. 28th): Portfolio: -14.7% 1. KLIC +4.9% 2. LRCX -11.9% 3. AMKR -15.9% 4. AMAT -16.2% 5. NVLS -17.5% 6. ASML -17.6% 7. TER -18.3% 8. KLAC -25.4% siliconinvestor.com ---------------------------