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: Donald Wennerstrom who wrote (692)	6/16/2001 1:28:35 AM
From: Kirk ©	Read Replies (1) \| Respond to of 95853

Index Returns Commentary by Rande Spiegelman here: suite101.com The Latest (as of 6/15 close): YTD 2001: DJIA -1.5% S&P -8.0% SPY -6.9% W5000 Fund -7.2% Nas -17.9% QQQ -27.0% R2000 +2.4% MDY (S&P 400 Midcap) +0.9% VEURX (European Index) -16.0% Since 12/31/99: DJIA -7.6% S&P -17.4% SPY -15.8% W5000 Fund -16.9% Nas -50.2% QQQ -53.4% R2000 -1.9% MDY +16.25% VEURX -22.7% Since Previous Closing Lows: DJIA (3/22/01) +13.14% S&P (4/4/01) +10.1% SPY (4/3/01) +10.3% W5000 Fund (4/4/01) +11.9% Nas (4/4/01) +23.8% QQQ (4/4/01) +25.1% R2000 (4/4/01) +16.3% MDY (1/6/00) +21.9% VEURX (3/22/01) +6.6% Since Previous Closing Highs: DJIA (1/14/00) -9.4% S&P (3/24/00) -20.5% SPY (3/24/00) -19.5% W5000 Fund (3/24/00) -22.4% Nas (3/10/00) -59.8% QQQ (3/24/00) -63.8% R2000 (3/9/00) -18.3% MDY (9/7/00) -7.0% VEURX (3/24/00) -25.3% Index returns are price change only, ETFs and mutual funds including divs/distributions. Returns not guaranteed as to accuracy -- relying on unaudited third-party sources (may have missed a dividend or two, which would understate returns).

To: Donald Wennerstrom who wrote (692)	6/22/2001 9:34:54 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95853

8:58AM Earnings Risk : Lehman expects to see more red ink in the semiconductor equipment sector. Among the companies Lehman thinks could pre-announce weak earnings are ACLS, LRCX, PHTN, PRIA. briefing.com 8:34AM Book/Bill Comments : -- Update -- Most brokerage firms expressing disappointment about the 0.46 semi equipment book/bill reading; some representative comments: Bear Stearns says that there was no bounce, only a "thud"; DB Alex. Brown says that a more prolonged recovery is likely this cycle given continued decline in orders (book/bill rose, but both orders and shipments continued to fall).