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

To: scott_jiminez who wrote (4097)	7/17/2002 3:56:54 PM
From: Sam Citron	Read Replies (2) \| Respond to of 95420

Scott, I like to bottom fish during the winter when the pond is frozen. within 4-6 weeks 95% of the rest of the sector will implode Care to expound on this? Why is KLIC the canary in the coalmine? Sam

To: scott_jiminez who wrote (4097)	7/18/2002 1:30:54 PM
From: Proud_Infidel	Respond to of 95420

Scott, How do you reconcile your post with the impressive growth ASML is witness to? ASMLexpects to ship around 100 units in H2 AMSTERDAM, July 17 (Reuters) - Dutch semiconductor equipment maker ASML Holding NV (NasdaqNM:ASML - News) expects to ship around 100 new lithography units in the second half of this year, spokesman Tom Maguire told Reuters on Wednesday. The company had previously said it expected to ship between 70 and 90 machines in the period. ASML said earlier on Wednesday it made a loss of 98 million euros in the first half, when it shipped 78 units, including five refurbished ones. ASML is the world's second-largest maker of scanners and steppers, machines which map out semiconductor circuitry on silicon wafers. It ranks behind Japan's Nikon Corp (Tokyo:7731.T - News).