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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: wgh613 who wrote (6577)	11/19/2001 8:35:34 AM
From: orkrious	Respond to of 99280

From Briefing 08:20 ET Semi Equipment : Deutsche Banc Alex. Brown sees fundamentals for group will likely remain weak, and downward surprises to CY02 capex plans will likely trigger more est cuts for 1H02. Most co's guiding to flat QoQ in Q4, as several orders pushed from Q4 to 1H02; TER could post larger than expected cancellation number this quarter ($50+ mln). Positively, believes INTC may be moving up buildout of Fab 24 (300mm fab planned for Ireland) from CY03 to early CY02, followed by equip orders in mid-CY02. Likes LTXX, BRKS, and AMAT at lower prices.