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

To: Donald Wennerstrom who wrote (1692)	1/20/2002 11:46:00 PM
From: Return to Sender	Respond to of 95587

Thanks Don although I watch Briefing.com I have not read Barron's in years. I am still mostly in cash Don. It would not bother me too much if investors take Barron's and Corvello very seriously. The lower the group goes the greater our gains will be when we do buy. The pendulum still swings both ways. I expect to see near 60 of the 185 semiconductors listed here at SI showing up on the oversold RSI screen I run by Tuesday night. After the close ALTR, VTSS and NVLS report. It should be interesting. RtS

To: Donald Wennerstrom who wrote (1692)	1/21/2002 8:07:57 AM
From: scott_jiminez	Respond to of 95587

POV Just to keep the juices stirring... This was the opinion of one ML analyst last Wednesday: ============================ Chip stocks – Buy on the Dip—Analyst Although Intel's 2002 capital spending budget came in 8% below Merrill Lynch analyst Brett Hodess' estimate, he said it doesn't change his outlook for the semiconductor capital equipment industry. According to the analyst, Intel's capital expenditures are shifting more to equipment. "2002 total equipment spend will be well over 50% including assembly and test," wrote Hodess in a research report. "We believe this is the highest ratio Intel has had of equipment to total capital spending yet." The analyst noted that investors should use the sell-off Wednesday as a buying opportunity. -By Donna Fuscaldo, Dow Jones Newswires; 201-938-5253; nna.fuscaldo@dowjones.com ============================