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

To: James Calladine who wrote (1841)	2/4/2002 10:53:20 PM
From: Gottfried	Read Replies (1) \| Respond to of 95622

Jim, most of these stocks are below their August prices. Just ignore the negative September bubble. People who use the Sept/Oct lows as a reference are either inexperienced or trying to mislead. Gottfried

To: James Calladine who wrote (1841)	2/5/2002 2:14:44 PM
From: Return to Sender	Respond to of 95622

From Briefing.com: 1:24PM Semi Capital Equipment: AMAT, NVLS, SMTL : Prudential's proprietary checks lead it to believe that AMAT could be shipping 3-4 copper electroplating tools to Intel. While there is speculation that this amounts to a market share loss for NVLS, firm believes the concerns are overblown and would be a buyer of the stock on weakness. Thinks that AMAT's Electra tool is now gaining some traction and could gain share at the expense of companies such as SMTL. 12:48AM Nasdaq Composite Intraday Technicals : -- Technical -- Index is in a holding pattern after bouncing earlier in the session. From current levels, look for initial support at 1840 followed by a more important floor at 1828 which approximates the 38% retrace of the Sep/Jan rally and the 100-day simple moving average. To the upside, look for initial resistance in the area of 1853/1855 followed by subsequent overhead at 1862. finance.yahoo.com RtS