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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (2533)	8/19/2002 11:48:14 AM
From: Jeffrey D	Read Replies (2) \| Respond to of 25522

Well, let's see what our friends at Goldman Sachs have to say today. Jeff << Summary: 1) July SEMI book-to-bill out Tuesday night, now expected below 1.0 (GS estimate 0.97), 2) Some perspective around the Micron capex news, 3) Semi equipment companies cutting expenses and we believe there will be more significant cuts to come, 4) Despite fundamental weakness, we think it is too late to be underweight semi equipment, and 5) News, events, and price performance. July book-to-bill out Tuesday night, now expected below 1.0. Semiconductor Equipment and Materials International (SEMI) releases its US semi equipment manufacturers 3-month rolling average book-to-bill data for the month of July this Tuesday evening around 6pm eastern. We now expect the July book- to-bill to come in below 1.0 as it is now brutally apparent that July was a very weak month for semi equipment orders. >>