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To: Dale Baker who wrote (31181)	9/23/2002 4:19:35 PM
From: Ray Rueb	Read Replies (1) \| Respond to of 118717

CSFB cuts estimates for semi equipment co's 23-Sep-02 09:20 ET CSFB cuts 2003 capex forecast, estimates for semi equipment co's : CSFB cuts ests for ACLS, AMAT, AMKR, ATMI, KLAC, KLIC, LRCX, NVLS, TER, and VSEA due to lowered 2003 capex forecast (to $26.0 bln from $33.2 bln). When I looked at the MACD for these stocks, the following were clear, safe bets as SHORTs (as far as the MACD chart is concerned): AMAT - 11.20, ATMI - 13.50, KLAC - 26.54, LRCX - 9.00, NVLS - 20.6, TER - 9.06 (I'm already short this from 13.36 a couple of weeks ago), VSEA - 15.2 BTW: I would short on Wednesday, during the post-fed meeting rally. Dale - What do you think of the above possible SHORT selections? You all be careful out there Ray