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

To: Donald Wennerstrom who wrote (1732)	1/24/2002 7:02:22 AM
From: Crossy	Read Replies (1) \| Respond to of 95640

Don, (re: BRKS - machine vision, automation) I would think of automation and machine vision companies to be most closely related with the builing of new fabs & fork-lift upgrades of existing fabs. one would imagine this group to be very late in the semi cycle. In this group I was once watching ROBV. That's quite knocked-down too... The most recent book/bill numbers put testing & metrology in the spotlight. back-end processing (packaging, bonding equipment) particularly weak - since barriers of entry lower in this segment I would think of more excess capacity thruought the world here.. best wishes CROSSY

To: Donald Wennerstrom who wrote (1732)	1/24/2002 9:10:52 AM
From: Return to Sender	Read Replies (2) \| Respond to of 95640

Don I think we will see the majority of semiconductor stocks leading the market higher again over the next couple of weeks. In the absence of any market rattling news BRKS should do just fine even though their earnings could obviously be interpreted in a negative light. Take a look at the SOX chart and watch it the next two weeks because I believe it will continue to show a rising RSI. stockcharts.com[h,a]dhclyymy[d20000601,20021231][pc20,50!d20,2!f][pc20!c50!i!d20,2!b100!b200!f][vc60][iut!Uo14!La12,26,9!Lh14,3!Lc20] As of last night we have 30 oversold semiconductor stocks out of 184 listed here at SI. Path of least resistance is up even if BRKS is not one of them.<grin> Just my opinions, RtS