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To: Johnny Canuck who wrote (38426)	11/20/2002 8:15:10 PM
From: Suresh	Read Replies (2) \| Respond to of 68581

Hi Harry, it is the same BS... Wallstreet pro's do it all the time. Did you belive the Salomon upgrade today of semi equips? These people don't get it. Semi makers can't afford to built fabs costing $2 bil with less than $2bil return on it. Something has to give. If AMAT is laying off 10% of its workforce... they are probably thinking that the glory days may never return or even if it returns it will not be in less than 6 months. But the analyst seem to disagree and the market seem to agree with the analyst (or is it just shorts covering!). These analysts are there to rob average joe or jane of their money. I guess they have a lot of inventory of shares to sell to the public. Later, Suresh

To: Johnny Canuck who wrote (38426)	11/20/2002 9:00:49 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68581

1. 2002 was IT Industry's Worst Year Ever, Report Says In a teleconference to its global clients today, IDC said that the worldwide IT industry suffered its worst year ever in 2002, with a growth rate of negative 2.3 percent. But the market researcher says it will get better in 2003, forecasting a growth rate of more than 5 percent. For more... email.electronicnews.com ---------------------------------------------------------- 2. October Book-to-Bill Slips to 0.86, VLSI Says Worldwide equipment billings amounted to $2.2 billion in October and bookings were at $1.9 billion, resulting in a book-to-bill 0.86, according to a report released today from VLSI Research Inc. That represents a sequential billings dip of 30 percent and the lowest revenue VLSI has recorded in the second half of 2002. For more... email.electronicnews.com ---------------------------------------------------------- 3. Jennic CEO: Brutal Honesty About Comms Semi IP Electronic News talked with Jim Lindop, president and CEO of Sheffield, England-based Jennic Ltd., this week about the outlook for semiconductor intellectual property, especially in the broadband communications space. For more... email.electronicnews.com ---------------------------------------------------------- 4. Q3 Fab Capacity Flat, SIA Says Compared to Q2, IC capacity utilization was near flat, slipping from 87 percent to 86.3 percent, the Semiconductor Industry Association said. Sub-0.2-micron came in at 93 percent, down from Q2's 93.7 percent. IC wafer fab capacity was also near flat for the quarter, moving up from Q2's 1.256 million wafer starts a week to 1.275 million. For more... email.electronicnews.com