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

To: Return to Sender who wrote (3225)	5/23/2002 1:02:38 PM
From: Gottfried	Respond to of 95621

RtS and BWAC, thanks for your informative replies! G. [end]

To: Return to Sender who wrote (3225)	5/23/2002 1:47:48 PM
From: Alastair McIntosh	Read Replies (1) \| Respond to of 95621

Return to Sender: Why aren't analysts pounding the table with renewed buy recommendations? I believe the analyst game of stock promotion is ending. The Merrill Lynch settlement is just the beginning. All of the major firms will be the subject of intense scrutiny by state regulators and attorneys-general. Although I doubt it, free "research" by sell-side analysts may someday be of some value to retail investors. As far is the semi equipment manufacturers, the outlook will remain bleak until something causes end demand to pick up. With cell phones and telecom demand falling and the computer and IT market stagnant, any hope of turnaround at this point is wishful thinking.