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

To: Return to Sender who wrote (765)	7/9/2001 6:44:01 PM
From: James Calladine	Read Replies (1) \| Respond to of 95657

LEHMAN ON SEMI EQUIP SECTOR: I read this to mean: "The near term market weakness has caught us a little by surprise. We have not yet finished the distibution phase (in which we liquidate these stocks)..... We will let you know when that has happened. Look for a simultaneous downgrade of: AMAT KLAC NVLS LRCX PRIA TER KLIC CYMI PLAB (that is not the exact list, but it will give you the general idea) In the meantime, please BUY more KLAC, NVLS and AMAT. We still have lots more of these to liquidate." How do others see it? Namaste! Jim

To: Return to Sender who wrote (765)	7/9/2001 6:44:09 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95657

RtS <<Lehman Brothers said today that semiconductor equipment companies may be nearing a trough and that many of them "represent a better value than the numbers might suggest." But the brokerage said it thinks there is little room for prices to appreciate strongly in the near-term.>> At this point I would be happy with a "modest" increase instead of what we have been seeing the last few days.<gg> <<One more day of selling and the SOX should bounce back higher in my opinion.>> I feel the same way - lets hope it comes to pass! Don