Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gottfried who wrote (3267)	5/24/2002 11:20:50 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95616

I have given that scenario a lot of thought Gottfried and I just don't think NVLS can come up without enough forward good guidance to undo the damage that is taking place. RtS

To: Gottfried who wrote (3267)	5/24/2002 11:41:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 95616

Seems to be a real duel going on amongst the analysts... Chip Equipment Stocks Dn-4: Salomon:Business To Improve In 2nd Half 11:34 GMT-04:00 Friday, May 24, 2002 But Hodess wasn't the only analyst to defend chip equipment stocks Friday. Glenn Yeung, an analyst at Salomon Smith Barney said his view is that things will improve in the second half of the year, which will bode well for fundamentals as end market demand get better. While the analyst said it's "perfectly reasonable" to expect a pause in orders as companies digest the equipment they already have, he said it happens every cycle. "Knowing it's a one quarter pause, is that something you want to downgrade for," asked the analyst. -By Donna Fuscaldo;