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

To: Gottfried who wrote (176)	12/1/2000 9:08:28 AM
From: scott_jiminez	Read Replies (1) \| Respond to of 95823

Donald/Gottfried - The following suggests that Klic was indeed - once again - the canary and that the slowdown has been factored more into Klic than other SEM stocks Message 14923101 Moreover, this gives added weight to the positive outlook for Klic expressed in the Briefing.com opinion from yesterday Message 14910788 [Also - perhaps an indicator of a major sentiment change: MUEI is recovering nicely in the premarket after an initial sharp reaction to yesterday's big time warning. If MUEI closes even or up today, a strong argument could be made that the sector has bottomed.]