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

To: Return to Sender who wrote (2667)	4/8/2002 7:31:34 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95632

Friday I thought was going to be a "good day" and today I thought was going to be a "bad day". Just goes to show you how much I know!!<gg> One of your items below: <<8:08AM Merrill Lynch sees strong quarters for Xilinx, Integrated Device Tech, Altera : Merrill Lynch says that channelchecks indicate that semi co's selling into the wireline end mkt continue to experience strong order rates from CSCO, LU, and NT for products used in switching and routing equipment; believes that these continued strong order rates could provide upside to XLNX's March qtr and that the co is likely to provide a strong forecast for its June qtr; IDTI and ALTR should also see March qtr results at the high end of forecasts.>> Since ALTR and XLNX are both SOX components, that index should be helped. Another subject - MU was strong today, it was up 3.6 percent to end up in second place in the SOX. Looking at the chart I am not sure what to expect, but it could go higher from here. As you know, its PE/G is by far the lowest in the SOX group. A good position from which to start moving upward if it decides to do so. Don