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

To: Zeev Hed who wrote (7081)	11/24/2002 11:31:42 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95587

Zeev, it seems to me that the statements made in many press releases these days are more subject to more interpretation than ever. TSM is saying business is better than they expected but their expectations are limited for incremental improvement in the not so distant future. I notice that you expect the SOX could fall to 184? Message 18268475 I could easily believe that could happen if there is not more evidence of a strong fundamental recovery. Of course the market could move higher before it begins even a mild retrenchment. We will have to wait and see. RtS

To: Zeev Hed who wrote (7081)	11/25/2002 7:05:15 AM
From: JSLyons	Read Replies (1) \| Respond to of 95587

Zeev, It's worth noting that a number of players in the field, even the oft-vilified Scott Kulicke, have said in recent months that capacity for high-end fabrication is almost maxed out, while there is excess capacity at the lower end. If NVDA and ALTR, for example, are ramping high-end product, then this would bode well for those semi-equips who have kept up R&D and stayed at the cutting edge. One of my favorites, Genus (GGNS) is pushing advanced ALD solutions and seems to have turned the corner. Even lowly KLIC has seen some growing interest in its high-end Maxum bonders, with cutting-edge capabilities and high price tags (and high margins) to boot. Perhaps, even TRKN will get in on the act? Jonathan