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

To: Return to Sender who wrote (9446)	4/15/2003 12:13:21 PM
From: BWAC	Read Replies (1) \| Respond to of 95561

Ahhh, But? Can it rally from a pimp pump?

To: Return to Sender who wrote (9446)	4/15/2003 12:28:55 PM
From: Gottfried	Read Replies (1) \| Respond to of 95561

RtS, you're right. After posting my previous I thought "how the he** does GS assess the vague SARS threat over many equipment companies". Maybe they're just trying to be self-important. I think SARS as a perceived threat will go away soon. BTW, you can protect yourself by eating turnips and garlic story.news.yahoo.com [thanks to semicanuck] Gottfried

To: Return to Sender who wrote (9446)	4/15/2003 11:20:49 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 95561

I thought it was interesting that NVLS's Hill said that forecasts of June quarter bookings fell sharply in the past two weeks, but analysts didn't ask what the number was 2 weeks ago. NVLS has had a track record of conservative forecasts and honest estimates. Considering that the reaction to SARS is described as "hysteria" and it seems to be spreading, possibly out of control, it is a bit disingenuous for analysts to jump on NVLS by saying either they are affected more than their competitors or they are blaming SARS for other company specific problems. NVLS denied both of these in the conference call.