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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: j g cordes who wrote (33867)	4/7/2002 8:18:14 PM
From: j g cordes	Respond to of 52237

At some point this quarter I wouldn't be surprised to hear of order pushouts in the booming semi group including AMAT, KLAC, KLIC, CYMI, etc. The capital equipment budgets for these early recovery companies draws on actual revenue streams as well as credit lines.. both of which must be expressing some caution given current stasis. Needless to say, the first hiccup of a manufacturing floor delay will pull the rug out from under optimistic expectations and stock prices. Jim