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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: SusieQ1065 who wrote (62877)	7/27/2002 8:31:46 PM
From: DebtBomb	Read Replies (1) \| Respond to of 208838

Maybe they know what happens after KLIC crashes - delayed Sox dump, continued selling, who knows. I mean, who's going to buy these things here?? GS says, trading buy, ggggg. Oh my.

To: SusieQ1065 who wrote (62877)	7/27/2002 8:42:52 PM
From: DebtBomb	Respond to of 208838

Another firm was out on Friday saying, maybe another 30-40% down in semi equips. Who was that?? Oh yeah. * 10:16 ET Deutsche Securities cautious on semi equipment names : In contrast to Goldman's semi equipment upgrade this morning (8:08), Deutsche Securities issued a more cautious outlook before the open; firm says stocks have moved from "expensive" to "reasonably valued", but still not "washed out"; analysis suggests 30-40% more downside until "back up the truck" levels that are irrespective of fundamentals (exceptions are BRKS and CMOS, which are trading below trough levels); also, checks suggest substantial falloff in month of July and capex cuts seem to be accelerating and coming in larger chunks.