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

To: Zeev Hed who wrote (6819)11/8/2002 5:49:57 PM
From: Donald Wennerstrom  Respond to of 95610
 
Zeev, Thanks for the info. Apparently, the comments from both Morgan and Goldman were based on the same data from Infineon. The "turn around" by some of these brokerage houses is amazing. They have been "trashing" the semi-equips on a continuous basis for the past 3 months, and now that they get one piece of "good" news, they see fit to post that all is now "OK" in the semi-equip world. As you point out, while raising capex expenditures is better than lowering capex expenditures, the impact is very small compared to a company like INTC.

Don



To: Zeev Hed who wrote (6819)11/8/2002 6:07:19 PM
From: Proud_Infidel  Read Replies (2) | Respond to of 95610
 
I find it hard to believe that Morgan would comment on a specific company raising or lowering their capex. Since AMAT's own outlook is very uncertain, how could he possibly comment with any certainty, with regards to any other chip company, of which AMAT's own revenue is subject? I would want to see the article if you have it.

BK


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