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

To: Frederick Langford who wrote (1227)	10/15/2001 2:10:04 AM
From: Donald Wennerstrom	Respond to of 95400

Fred, Sorry, IT Comm Semis is not familiar to me. Glad to hear the thread is of use to you. Don

To: Frederick Langford who wrote (1227)	10/15/2001 9:03:58 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95400

Fred I believe the Comm IC Semi's rose nicely after CSCO's CEO stated that they would make their numbers. In addition there was some excitement over the fact that not every company in the group had warned this quarter as they had been doing over the past couple of quarters. It's time for some profit taking after the recent rebound. This just out on Briefing.com this morning: 7:36AM Semiconductor Downgrades : JP Morgan downgrades ALTR, XLNX, AMCC, PMCS and VTSS to MKT PERFORM from LT Buy. Firm's channel checks indicate that order flow remains weak for Comm IC companies, visibility is still poor, and revenue decline is likely in the foreseeable future... does not see stabilization in the inventory situation until Q2 of next yr at the earliest... firm sees downside risk in sector stocks of as much as 30%. finance.yahoo.com Eventually we will find that analysts' downgrades will allow the majority of semiconductor companies to beat their estimates. We are not there just yet in my opinion. RtS