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

To: Cary Salsberg who wrote (9308)	4/7/2003 1:10:08 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95617

Sometimes you have to wonder about what motivates these analysts. LLTC and MXIM have been rolling right along according to their own expectations. I guess between that and this SARS sell the semi's recommendation that one has to wonder if they are going to try to make sure that May through October is a miserable time to be long in this industry this year too. I mean seriously no one knows if this SARS is going to truly have much more than a minor impact. It seems premature to even guess unless you want to bring the SOX back down. RtS