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

To: Gottfried who wrote (6813)	11/8/2002 1:45:19 PM
From: advocatedevil	Read Replies (1) \| Respond to of 95622

I read something not-so-positive about Tokyo Electron last night, but I couldn't recall where, so I didn't post that one. <g> AdvocateDevil

To: Gottfried who wrote (6813)	11/8/2002 4:26:11 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 95622

Gottfried, the English version of Infineon's news release did not include anything on capex plans for 2003 (only that 2002 at around 600 MM was much lower than 2001 at above $2 B), have you had a chance to peruse the German version of the release for such info? By the way, last week I suggested that before the end of this week we should have a local top on semis, Monday, the Sox hit 337, and I believe that is it for a little while, I have two possible targets for the next through, and they are not too bad, right now, my guess is that we go to 273 with an outside chance of a third leg to 240 (I do not have a new low, as of now, but that can change <g>). Zeev