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

To: BWAC who wrote (3224)	5/24/2002 8:03:49 AM
From: Softechie	Respond to of 95622

**Goldman Sachs downgrades semi equipment stocks Goldman Sachs downgrades the semi equipment sector to MKT WEIGHT from Mkt Overweight and lowers individual stock ratings; given near-term fundamental concerns and stock outperformance, firm would wait on the sidelines until a clearer end-demand picture emerges; believes a pause in order growth could occur as foundry customers digest the capacity additions that have accounted for much of the recent uptick in orders. Downgrades ACLS, AEIS, LRCX, and NVLS to MKT PERFORM from Mkt Outperform, and downgrades AMAT, ATMI, KLAC, and TER to MKT OUTPERFORM from Recommended List.