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

To: Donald Wennerstrom who wrote (605)	5/20/2001 7:30:15 PM
From: Donald Wennerstrom	Respond to of 95761

In the last post the 1st reference to the SEMI article did not come through properly. I will try to post it again semi.org!OpenDocument

To: Donald Wennerstrom who wrote (605)	5/20/2001 10:28:18 PM
From: Gottfried	Read Replies (2) \| Respond to of 95761

Don, gut says btb=0.60 and stocks down 3% by Friday.G. [end]

To: Donald Wennerstrom who wrote (605)	5/21/2001 1:29:18 PM
From: Kirk ©	Respond to of 95761

B2B prediction Shipments are going down now and bookings are flattening out so B2B will go higher eventually. I think some companies are actually saying B2B will be 1.0ish next quarter so I expect we have bottomed or will bottom in the next 2 months... Agilent, not a pure play by a long shot, had huge order cancellations last Q and expect these to be 80% less this Q.... and they expect flat orders so their Book to Bill will improve just with flat to down slightly business. Thanks again for the tables! Kirk