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

To: Donald Wennerstrom who wrote (3408)	6/4/2002 5:57:28 PM
From: Gottfried	Read Replies (1) \| Respond to of 95640

Don, [edit: it works now after I changed a browser setting] thanks for the link. Something on my PC must be blocking Astrikos. The web page appears, but no data - even if I click on a link on that page. Gottfried

To: Donald Wennerstrom who wrote (3408)	6/4/2002 6:01:41 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95640

Just saw this article from Business Wire: harrisdirect.com 12:04 ET NEW TRIPOLI, Pa.--(BUSINESS WIRE)--June 4, 2002--The Metrology and Inspection market will grow 33% in 2002, reaching revenues of $6.1 billion, according to the report "Applied Materials: Competing for World Dominance", recently published by The Information Network, a New Tripoli, PA-based market research company. The total worldwide market size for M&I was $4,578 million in 2001, up 130.1% from $1,990 million in 2000. "The expanded use of M&I tools is assured with the increasing difficulties and higher production cost of semiconductor manufacturing", notes Dr. Robert N. Castellano, President of The Information Network. "Existing fabs continue to upgrade their monitoring capabilities by adding more units to their leading edge fabs. New 300mm fab construction will account for about 40% of sales in the inspection sector." "The recovery has started", added Dr. Castellano. "In addition to the large M&I market growth, the entire front-end semiconductor equipment market will grow 8.2% in 2002, as stated in our press release (BusinessWire) of February 15, 2002. "Hitachi (NYSE:HIT.N) led the market with a 58.0% share in 2001, followed by KLA-Tencor (NASDAQ:KLAC.Q) and Applied Materials (NASDAQ:AMAT.Q). The Wafer Defect market will grow 28.1% in 2002 to $3.7 billion. KLA-Tencor led the market with a 77.3% share in 2001. Other vendors include Applied Materials, Hitachi, Inspex, August Technology (NASDAQ:AUGT.Q), Schlumberger (NYSE:SLB), FEI (NASDAQ:FEIC.Q), Philips Analytical, and Olympus. The automated defect market (defect review) market will grow 34.0% in 2002 to $900 million. Applied Materials led the market in 2001 with a 68.8% share.

To: Donald Wennerstrom who wrote (3408)	6/4/2002 6:03:07 PM
From: Return to Sender	Respond to of 95640

From Briefing.com: General Commentary - The two groups that have been undermining the sector over the past several weeks - Semiconductors and Software - enjoyed modest rebounds in Tuesday's seesaw action... Not much rationale for the bounce in price other than groups were short-term oversold... Unfortunately, technically inspired gains have proven short-lived in recent months... Without increased clarity on the earnings front, chip and especially software stocks will have a tough time maintaining yesterday's bullish tone for very long. Nevertheless, given the extreme negative sentiment in the market and the scope of recent declines, it is not only possible but probable that the tech sector will enjoy at least a modest recovery rally in the days ahead... Don't look for much in the way of upside as long as India and Pakistan remain on the verge of war... But as we saw in Tuesday's action, if a peaceful resolution to the dispute can be reached, stocks are poised for some relief gains. Returning to the Software and Semiconductor groups, key resistance points for the GSO and SOX indices are in the 135/137 (50-day moving average/May high) and 500 (retracement/psychological), 525 (50-day exponential and 200-day simple moving average) and 558.91 (May high) areas, respectively... Until outer ceilings are taken out and cycle of lower highs is reversed, any gains will be viewed merely as corrective... However, if indices can take out their May highs during next upturn, underlying technical tone will finally begin to improve. Robert Walberg 5:11PM Integrated Device affirms guidance (IDTI) 24.79 +0.70: Affirms Q1 (Jun) revenue and EPS guidance of $91-$92.6 mln and $(0.03)-$(0.04), no change from guidance provided April 23. This compares to Multex consensus of $92.1 mln and $(0.03), respectively. Stock up to 25.20 in after hours trading. 4:08PM Numerical Tech software selected by National Semi (NMTC) 7.39 +0.03: National Semiconductor (NSM) adopts Numerical's Cadabra abraCAD product to accelerate the development of standard cell libraries. 3:55PM Intel: positive comments from BofA (INTC) 27.41 +0.79: Banc of America is out with positive comments on INTC based on chatter out of a Taiwan trade show that confirms their comments from last week; firm says motherboard manufacturers are saying biz will pick up in 2H02; recommends buying shares on attractive risk/reward basis, and notes that this comes ahead of Thursday's mid-qtr update. 12:38PM Oak Tech falls on 4x avg volume (OAKT) 9.90 -2.10: Stock has racked up sizeable losses today on volume that has exceeded 4x average daily turnover. Market talk is that OAKT is being pressured by concerns over competition from Chinese companies and potential for margin pressure in the space. 11:17AM Marvell defended by Goldman, Lehman (MRVL) 26.69 -0.91: -- Update -- Stock has recovered somewhat after a number of firms defend MRVL against speculation the co could lose biz due to the IBM/Hitachi agreement (10:29). Goldman Sachs says the IBM/Hitachi news should not be hitting the stock since they think the co's good relationship with Hitachi could actually lead to more business with IBM, and believes the stock could reach the high $30s. Separately, Lehman says that as IBM separates it drive biz from its semi biz, firm believes that a vendor like MRVL could increase it total addressable mkt,and would be a buyer on today's weakness. finance.yahoo.com^SOXX+^IXIC+QQQ+^VIX&d=t RtS