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To: ild who wrote (112566)	7/13/2001 4:10:52 PM
From: patron_anejo_por_favor	Respond to of 436258

Fade 'em...<NG>

To: ild who wrote (112566)	7/13/2001 4:54:21 PM
From: Dr. Jeff	Respond to of 436258

FU*K that clown KERLAC! He can shove the SOX down his pants. (I'm sure he needs it). Even if the clown is right about business bottoming out, who cares???? Growth isn't gonna come roaring back and even if some reasonable growth did return, it's irrelevant because the stocks are currently priced for absolutely spectacular growth well beyond what current valuations could possibly support. The guy is a loon!

To: ild who wrote (112566)	7/13/2001 5:19:00 PM
From: Earlie	Read Replies (1) \| Respond to of 436258

Ild: When I read pure drivel such as this, I almost puke. This little promoter ought to get on a bus and take a look at the sales situation and actually poke his head into a warehouse or two before committing such nonsense to paper. On the other hand, I guess I shouldn't get too hot and bothered as it is this kind of material that brings the sheep up the abbatoir ramp yet again. (g) Do you recognize the author's name? (VBG) Best, Earlie

To: ild who wrote (112566)	7/13/2001 5:26:07 PM
From: SeaViewer	Read Replies (2) \| Respond to of 436258

Clearly, Wall Street's excesses in the bubble, pushing too much money into the New Economy, are now having a real-world impact on technology workers who are being laid off or fired. But I don't hear of autoworkers, construction workers, oil-rig workers or utility workers getting fired. It seems that Main Street has enjoyed watching the demise of the dot-com millionaires and their Wall Street bankers, but it hasn't been hit as hard as in past slowdowns. A friend of mine who works for one the big three auto makers told me one of their managers laid off thousands of contract workers one Friday afternoon. He just simply told them there would be no work for them on the coming Monday. For regular employees there is forced early retirement.

To: ild who wrote (112566)	7/13/2001 6:54:35 PM
From: Alastair McIntosh	Respond to of 436258

Hmmm - I guess Kurlak didn't investigate Cymer when he stated: Pinpointing a Bottom The total collapse of orders in the first quarter was the cycle bottom, in my opinion. The subsequent collapse of sales in the second quarter was readily predictable from first-quarter orders. And during the second quarter, orders have stabilized and even increased in some instances, especially as the quarter ended. Information I have gathered lately also supports a better tone in the Far East PC sector. biz.yahoo.com Commenting on expectations for the third quarter of this year, Akins (Cymer's Chairman and CEO) continued, ``At this time, we anticipate that operating results for the third quarter will fall substantially below second quarter results. We now expect a further decline in unit shipments as well as ongoing reductions in the sales of consumables from second quarter levels. We expect that total third quarter revenue could decline by 25 percent to 30 percent from the second quarter 2001 level, and we currently anticipate posting a loss for the third quarter of this year. We believe that the ongoing deterioration in the semiconductor industry, as evidenced by fab utilization rates that continue to fall and the announcements of production line shutdowns and fab closures, add significant levels of volatility and unpredictability to an already difficult business environment.