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

To: Cary Salsberg who wrote (681)	6/12/2001 12:07:13 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95834

My post merely pointed out what should be painfully obvious in that the semiconductor industry as a whole is not yet recovering. I personally am happy because I would love to buy these companies much cheaper. My lack of knowledge of the industry has been admitted from the first time I appeared on this thread. I have asked for guidance on numerous occasions and I thank you for yours. If you say EMS companies do not order equipment from chip equipment manufacturers then I bow to your greater knowledge and now avail myself of the right to move on from my "patently false statement". Please continue to post and let me know what chip equipment companies you favor as investments in the future. You would benefit us all if you would share your knowledge rather than just posting when you see patently false statements made by those of us who are for the most part ignorant as it concerns the industry. Thank you, RtS

To: Cary Salsberg who wrote (681)	6/12/2001 6:20:31 PM
From: Return to Sender	Respond to of 95834

Dell Sees No Major Uptick in 3rd Quarter dailynews.yahoo.com NEW YORK (Reuters) - Dell Computer Corp. (NasdaqNM:DELL - news) said on Tuesday it sees no signs of recovery until the fourth quarter -- evidence to support the idea that the personal computer sector will stay in the doldrums for the rest of the year. ``At this point in Q2 we don't see any major uptick, and don't believe, frankly, we'll see it in Q3,'' Chief Operating Officer Kevin Rollins said in a presentation at a technology conference. ``Q4 is the first opportunity that we see for some improvement in both the macroeconomic environment and the IT purchasing market,'' he added, referring to corporate buying of computer systems. After the presentation, Rollins told Reuters that this was in line with previous guidance the company already gave investors. ``We've given the Street a down-tick in revenue of 3 to 5 percent from Q1 to Q2,'' he said. ``We're not changing that guidance.'' Dell has been leading the charge into a price war in the PC sector, gaining market share even as demand for computers has slowed. The personal computer market has been in a slump since the end of last year, when holiday sales did not shape up as expected. Rollins added that demand could be sparked this year in the fourth quarter by several factors, including Intel Corp.'s (NasdaqNM:INTC - news) latest Pentium 4 chip, holiday sales, the launch of a new operating system from Microsoft Corp. (NasdaqNM:MSFT - news) and customers upgrading to newer computers. ``If you go back to '99, in Q2 you see a 29 percent unit growth rate -- the high in preparation for Y2K,'' he said, referring to the high demand of computers ahead of the Year 200 date changeover. ``So our anticipation is that replacement cycle, while not being as large is in '99...will start, and most likely drive the overall unit volume in Q4, and Q1, Q2 through next year,'' he said. Dell shares closed up 84 cents to $26.10 on the Nasdaq. Earlier on Tuesday, Morgan Stanley analyst Gillian Munson upgraded Dell to outperform from neutral, saying that recent discussions with Rollins had led her to feel a lot more comfortable with Dell's strategy. ``This call is not to say that we think the long, hot summer in PC-land is over,'' she wrote in a note to clients. ``However, for Dell we suspect that the rate of downward earnings per share adjustments may be starting to slow and that the path to better earnings per share growth is clearer in the next 12 months.'' She said that she thinks that Dell's next new product category will be networking equipment. ``We suspect this is somewhat of a reseller arrangement with some leading players,'' she said. ``We also think that we will continue to see more on the services side, as the company has hinted at this for a while.''