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To: Q. who wrote (3512)	11/19/2001 11:00:01 AM
From: Philip W. Dunton, Jr	Read Replies (1) \| Respond to of 3661

10:55 ET Semi Equipment : Goldman Sachs cautious, says group is poised for a selloff as sentiment seems to be getting ahead of fundamentals. They cite: mgmts getting more cautious (especially AMAT and KLAC) as purchases are slowing due to buyer's cash flow and balance sheet concerns, expected INTC capex cut in January and worsening economic conditions leading to negative sentiment shift. October book-to-bill out tomorrow night, GS estimates 0.73-- higher than last month's reported 0.65-- but driven by lower shipments rather than higher orders.