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

To: JSLyons who wrote (3842)	7/9/2002 2:40:41 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95530

Where is your next buy level on ASYT? I have a sneaking suspicion that this current sell off could turn into a rally tomorrow morning for most semiconductor stocks. From Briefing.com: Morgan Stanley issues positive note on DRAM Morgan Stanley says that their weekly DRAM update from dramexchange.com contained a number of positives beyond the recent sharp price increases: 1) DRAM inventories have declined to just one month's supply; 2) although not yet confirmed by motherboard manufacturers, dramexchange says that DRAM manufacturers are receiving more DRAM orders from PC OEM's; and 3) most DRAM manufacturers are considering 2H02 contract price increases RtS