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

To: Donald Wennerstrom who wrote (929)	8/6/2001 10:53:43 AM
From: The Ox	Respond to of 95463

semiconductor-intl.com The escalating cost of wafer fabs has made the capital productivity of tools in existing fabs, and especially new 300 mm fabs, a critical issue. Between 1997 and 1999, industry participants estimated the capital cost of 300 mm microelectronic manufacturing plants to be in the range of $1.3B-$1.6B.1,2 Today, the actual cost of 300 mm plants being built is closer to $3B-$4B,3 with manufacturing equipment accounting for 70-80%.1 The imperative for maximizing tool productivity and shrinking device tolerances has made typical approaches to manufacturing control much more expensive than they were previously. For example, engineers commonly develop process recipes that minimize process sensitivity to recipe variable perturbations. This approach minimizes the impact of drift or step change in recipe variable control. Although effective, the cost of tool time for the necessary experiments makes this passive control approach to solving process control problems cost-prohibitive............

To: Donald Wennerstrom who wrote (929)	8/9/2001 11:31:36 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95463

Don or anyone do you have a favorite stock to buy on this latest dip? From Briefing.com: 10:07AM Nasdaq Composite : -- Technical -- Bouncing after testing the trendline drawn off the July lows (also 20 period Bollinger Bands) at 1950. For the very short term will watch support at 1960/1957 for an indication of the health of this move. Next resistances are at 1977 and 1986 with the key to neutralizing the recent slump not found until 2000/2010. A failure at the intraday support leaves the door open to a downside extension with the July lows the next support of interest between 1939/1934. 9:59AM Sector Watch: Semiconductor : -- Technical -- Sector holds right at the 62% retracement of the late July rally (579) and bounces. Is oversold in the wake of the recent downdraft but must work back through a solid resistance barrier in between 605/606 area (50/100 day simple ma, chart barrier) to improve the tone. Initial resistance for the semiconductor HOLDRS (SMH) is at 46.3/46.6.