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

To: Donald Wennerstrom who wrote (6584)	11/1/2002 3:01:14 AM
From: StanX Long	Read Replies (1) \| Respond to of 95572

The Asia news is somewhat mixed, good and bad, but then there's Thomas Kurlak (at the bottom), Stan. Survey shows slowdown in Japan manufacturing activity (Reuters) TOKYO (Reuters) - Japanese manufacturing activity slowed to a seven-month low in October as new orders shrank for the second month running, hit by waning exports and weak demand at home, a Reuters survey showed on Friday. sg.news.yahoo.com Key purchasing index shows electronics sector contracting (Reuters) - November 1 12:17 am SINGAPORE (Reuters) - Singapore's vital electronics sector is contracting and threatens to bring an end to the steady growth in the overall manufacturing industry, according to the latest Purchasing Managers' Index (PMI) report for October. STI falls by midday on weak economic outlook (Reuters) - November 1 1:56 pm SINGAPORE (Reuters) - Singapore shares were weaker by midday on Friday, due to selling of bank stocks on growing concern about the outlook for the economy over the next six months. sg.news.yahoo.com Tokyo stocks end up as Toyota advances, volume low (Reuters) - November 1 2:47 pm By Nathan Layne sg.news.yahoo.com UPS reports growth in Taiwan market (China Post) - November 1 12:00 am UPS, the world's largest express carrier and logistics company, reported growth in its Taiwan operations in the third quarter, indicating the increasing importance of logistics services sg.news.yahoo.com S.Korea Oct exports jump 25.9 pct to 2-yr high (Reuters) - November 1 11:04 am SEOUL, Nov 1 (Reuters) - South Korea's October exports rose to a two-year high of $15.22 billion, driven by a sharp increase in sales of chips, automobiles S.Korea's Oct trade surplus rises to $1.32 bln (Reuters) - November 1 10:00 am SEOUL, Nov 1 (Reuters) - South Korea's trade surplus increased to $1.32 billion in October, from $1.01 billion in September, the Commerce Ministry said on Friday. sg.news.yahoo.com Manufacturers expect business to worsen SINGAPORE (Reuters) - Singapore manufacturers expect business conditions to worsen in the six months to March 2003 due to global economic uncertainties and the rising Middle East tension, a government survey showed on Friday. sg.news.yahoo.com Jobless rate at decades high as economy slows (Reuters) - October 31 4:07 pm SINGAPORE (Reuters) - Singapore's unemployment rate rose to its highest level since the mid-1980s in September, and could keep rising as the economy teeters on the brink of another recession and factories shift to cheaper locations around Asia. sg.news.yahoo.com This Longtime Bear Jumps Back Into Tech Thursday October 31, 1:16 pm ET By Thomas Kurlak, Special to RealMoney.com It's not too early to get ready for the next up cycle. I'm now starting to build positions -- specifically, in semiconductor and cell-phone stocks. Remember that this down cycle in tech started in cell phones, then went to personal computers and lastly affected telecom equipment. For the past few months, I've been seeing a pickup in cell-phone sales, which Nokia (NYSE:NOK - News) recently confirmed. Soon, I expect we'll be hearing about better PC sales. They usually pick up at year-end, and despite weak consumer sentiment, I expect the same thing to happen this year because of the length of this slowdown and better product pricing. Perhaps as more capacity is burned off, we may even hear of improving telecom sales by late 2003. biz.yahoo.com