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To: orkrious who wrote (202339)	11/5/2002 8:54:47 AM
From: orkrious	Respond to of 436258

08:18 ET Lehman: investors overlooking weak fundamentals in semi equipment shares Lehman says that investors are overlooking weak fundamentals at semi equipment co's in favor of the prospect of stabilization in end mkts and the fear of missing the upturn in equipment shares; overall, shares trade well above historical trough levels, and the co's with the greatest discrepancy between price/book and tangible book include AEIS, BRKS, KLIC, MKSI, and PLAB; believes the most likely candidates for asset impairment charges are KLIC and BRKS.