Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gottfried who wrote (607)	5/20/2001 11:25:44 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95761

Gottfried, I think you are in the right ballpark. I think the "Market" is expecting a pretty bad report, so a small decrease in BtB may not have much of an impact on the semi-equip prices. For a 0.6 number I think the reaction would be rather mild and a 3 percent downside may be the result. If we somehow get a better number, say somewhere between 0.65 and 0.70, I think the group would take a nice bounce upward - at least for a day or two. We will soon see what happens. Don