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

To: Donald Wennerstrom who wrote (807)	7/21/2001 9:03:47 AM
From: James Calladine	Read Replies (1) \| Respond to of 95632

ENTIRELY OFF TOPIC--SATURDAY NIGHT LIVE (on the arcane practice of stock picking) Just saw a brief vignette on TV, featuring a supposed interview with a sell-side analyst. Anchor person turns to Analyst and says, "How would you suggest an investor pick stocks in this difficult market environment....?" Analyst: "Well, in your neighborhood there will be a convenience store. There, behind a glass barrier sits an Indian or Pakistani gentleman. You hand him $1.00, and say: "pick 6" Interviewer: "That sounds pretty strange. Isn't there something else an investor could do....?" Analyst: "There are no shortcuts in investing...." Namaste! Jim

To: Donald Wennerstrom who wrote (807)	7/22/2001 1:34:16 PM
From: Return to Sender	Read Replies (2) \| Respond to of 95632

Looks like First call may lower their estimates on VECO which is the top of the PE/G List where it was expected to earn $2.34 next year: CSFB already has lowered their outlook: thestreet.com Veeco Slumps on CSFB Downgrade By TSC Staff 7/16/01 9:11 AM ET Semiconductor test equipment maker Veeco Instruments (VECO:Nasdaq - news - commentary) was down 5.2% in preopen Island trading after Credit Suisse First Boston downgraded it to hold from buy. The move comes amid the continued downturn in semiconductor capital spending. CSFB also said it expects new order for the company to continue to be poor. It cut Veeco's 2001 earnings estimate to $1.30 per share from $1.80 and sliced its 2002 outlook to $1.50 per share from $2.35.

To: Donald Wennerstrom who wrote (807)	7/22/2001 1:41:37 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95632

DPMI looks like it might get interesting here soon. Low float at only 7.7 million shares and getting close to 52 week lows. biz.yahoo.com RESEARCH ALERT - Bear Stearns cuts DuPont Photomasks NEW YORK, July 20 (Reuters) - Bear Stearns lowered its investment rating of DuPont Photomasks Inc. (NasdaqNM:DPMI - news) on Friday to neutral from buy, saying it expects the company's earnings report to fall below expectations. ``Given that DPMI is a provider of consumables to the industry, they generally don't see the extreme highs or lows that capital equipment providers see and while they are indeed resistant to downturns, we feel no firm can escape from a very rapid falloff that the semiconductor and semiconductor industries have experienced,'' it said in a research note. ``We are concerned that DPMI's earning report next week will likely be relatively poor and below expectations.'' It said the photomask industry is in probably the worst state it has ever been. ``Although, DPMI is a quality name that has held up rather well thus far and has a counter cyclical or 'defensive' positioning in the semiconductor industry we think they will succumb to the extreme industry pressures and changing business model,'' Bear Stearns said. Shares of DuPont Photomasks were down $1.28, or 3.1 percent, at $39.86 on the Nasdaq Friday morning.