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

To: Cary Salsberg who wrote (2054)	2/20/2002 10:45:36 AM
From: Return to Sender	Read Replies (2) \| Respond to of 95738

From Briefing.com: 9:48AM KLA-Tencor optimistic about current quarter (KLAC) 57.38 -1.09: -- Update -- During their CSFB technology conference presentation, KLAC's CFO says that mkt in leading-edge technology is currently supply-constrained, as sell-through of leading-edge chips is better than expected; co feels optimistic about current qtr, believes they can pick up mkt share in 0.13 and copper segments. 9:29AM Applied Materials says they are taking share (AMAT) 45.80: During their CSFB technology conference presentation, AMAT's CFO says that they expect growth in 2H02 over 1H, and that the co is taking share in virtually every product category, particularly in metrology and inspection (albeit from a small base, but watch competitor KLAC and other metrology co's for a possible reaction to this news). 9:18AM Texas Instruments reaffirms for Q1 (TXN) 29.94: Reuters reports that co is reaffirming its outlook for Q1 of flat sequential revenues and EPS of about breakeven. Comments issued in an SEC filing. 8:15AM Semi equip book/bill ratio ticks up, but orders weak : Brokerage firm comments on the semi equipment book/bill ratio released last night are mixed but generally cautious; the ratio rose to 0.81 from 0.77 but this was due primarily to lower billings -- orders rose only slightly. CSFB says the report is more negative than positive and notes that the magnitude of recovery should matter more than direction now, but SG Cowen says that the significant increase in back-end orders is a potential leading indicator for the industry. From your post: Backend: Packaging: KLIC Test: TER, CMOS, LTXX Probers: EGLS Bump Processing for Flip chip: UTEK Test Handler: COHU Laser Trim: can't remember symbol! Test and Assembly (not equip) AMKR(?) (Amkor} Cary, if you don't mind saying would you be a buyer of any of these stocks and if so at what price? From Robert's Post: Hi Rts, Testors:Ter,A,LTXX-new fusion machine very well accepted Test handlers:COHU gravity and more importantly pick and place,Aetrium - gravity only,Mcti - gravity only bought the old Aseco -has a large customer base - old technology except for new and not on fire "Tapestry" Positioner and Docking Hardware station and temperature control: Intest Bonders:KLIC How about you Robert do you think any of these stocks should be buys and if so at what level? finance.yahoo.com Thank you both! RtS