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


To: Kirk © who wrote (931)8/7/2001 9:28:13 AM
From: Return to Sender  Read Replies (1) | Respond to of 95443
 
FROM BRIEFING.COM: 7:42AM CSFB Semi Equip Downgrade : CSFB lowers its rating on the Semiconductor Capital Equipment Sector to MKT UNDERWEIGHT, cautioning investors not to underestimate the financing bubble... firm downgrades AMAT, NVLS, KLAC, ATMI, VSEA to HOLD from Buy.

7:50AM CSFB Chip Downgrades : CSFB lowers the following European semiconductor names to HOLD from Buy: STM, PHG, IFX, ASML... feels that persistent over optimistic valuations do not reflect structural issues emerging in this downturn.



To: Kirk © who wrote (931)8/7/2001 11:26:11 AM
From: Gottfried  Read Replies (1) | Respond to of 95443
 
Kirk, the Red Herring VC section might give a lead. redherring.com

G.