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

To: The Ox who wrote (737)	6/26/2001 5:31:22 PM
From: James Calladine	Read Replies (1) \| Respond to of 95637

SFAM (from Briefing) <<<SpeedFam-IPEC (SFAM) 3.00 -0.46: Reports Q4 loss of $0.45 a share, $0.18 better than the First Call consensus of ($0.63), vs year-ago earnings of $0.10; revenues fell 45.9% to $51.33 mln from a year-ago of $94.89 mln. On conference call, company guides Aug qtr revenues to $35-40 mln vs First Call consensus (1 estimate) of $42 mln, and loss of $0.46-0.50 vs ($0.54) consensus. Says it is not convinced that a recovery in the semi industry will begin in next 12 months; see press release.>>> Namaste! Jim

To: The Ox who wrote (737)	6/26/2001 11:00:14 PM
From: Return to Sender	Respond to of 95637

2:42PM Market Rally : Trading floors not noting any specific reason for the turn in the market this afternoon; some talk of short covering ahead of the Fed decision and once again seeing the resilience in the face of warnings (AMCC, PRIA) that presaged a turn in the market in April; Dow +10; Nasdaq +12. briefing.com That was probably the most positive statement I saw today at Briefing.com. It is also something that I believe to be true. I do not see semiconductors as being capable of a sustained breakout yet. We are now down to only 49 oversold semiconductor stocks after hitting a high of 99 out of 199 not too many trading sessions ago. In other words those charts may look like they could breakdown but they are just as likely to move upward once actual earnings roll out. Many thanks to Don for updating the earnings outlook for the group! RtS