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To: wgh613 who wrote (13864)	9/5/2001 8:48:34 AM
From: Jerry Olson	Read Replies (1) \| Respond to of 208838

Live Headline 05-Sep-01 08:34 ET AHH Cuts Semi Equip : Adams Harkness Hill reduces capital equipment's industry 2000-2004 CAGR to 10% from 16.4%; reiterates STRONG BUY on VSEA, but downgrades the following: TWAV and VECO to BUY from Strong Buy; ATMI, BRKS, HELX, KLAC, LRCX, NANO, NVLS, and PRIA to MKT PERFORM from Buy.

To: wgh613 who wrote (13864)	9/5/2001 8:51:20 AM
From: 2MAR$	Read Replies (1) \| Respond to of 208838

PSFT downgrade...

To: wgh613 who wrote (13864)	9/6/2001 6:26:11 PM
From: 2MAR$	Respond to of 208838

BEA Systems CEO says pipeline reasonably healthy BOSTON, Sept 6 (Reuters) - BEA Systems Inc. <BEAS.O> Chief Executive Officer Alfred Chuang said on Thursday that the company's pipeline so far this quarter is reasonably healthy. The software company lowered its guidance for the year in mid-August when it reported its earnings for the quarter ended Aug. 31. "What we're seeing in the first few weeks is things are actually not going poorly. We're seeing our pipeline to be reasonably healthy," Chuang said. But he also noted that the quarter had just begun and that the business also depends on how the economy develops. Chuang made the comments on the same day International Business Machines Corp. <IBM.N> announced it had won a multimillion-dollar deal to sell its WebSphere application server to eBay Inc. <EBAY.O> It was seen as a loss for BEA, analysts said. "IBM has successfully wooed eBay away from BEA with a major contract win," James Moore, Deutsche Banc Alex. Brown analyst, wrote in a research note. "We believe this announcement is a mild negative for BEA given eBay was previously a showcase reference customer." Shares of BEA on Thursday fell $1.19, more than 8 percent, to close at $13.27, a price not seen since November 1999. Moore said IBM priced aggressively to win the deal. "We would not be surprised to hear of additional customer migrations over to WebSphere over the next few quarters," he said. Moore maintained a long-term buy rating on BEA, but said he expected the competitive pressures from IBM to weigh on the BEA's stock price. ((Caroline Humer, New York Technology Desk, 1 646 223 6181, caroline.humer@reuters.com with additional reporting by Ilaina Jonas in New York)) REUTERS * end of story *