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To: Paul A who wrote (72867)	9/11/2002 4:19:09 PM
From: 2MAR$	Respond to of 208838

I will play long then , after that TSM news in the am , nothing to do but short the semis though ;-)

To: Paul A who wrote (72867)	9/12/2002 8:17:16 AM
From: 2MAR$	Respond to of 208838

this is new news ? -=--> 08:03 ET Details of Lehman Semi Equipment call As reported at 07:43, Lehman is reducing its growth forecast for 2003 Semiconductor Equipment revenues. Firm cuts forecast to approx. 10% from roughly 27% after recent data points suggest that equipment fundamentals have eroded faster and further than most companies previously anticipated. Lehman believes Q3 orders could fall below guidance and that timing of the recovery remains elusive. Sees chip makers likely setting conservative capital budgets for 2003.