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

To: Cary Salsberg who wrote (9469)	4/16/2003 9:09:19 PM
From: Kirk ©	Read Replies (2) \| Respond to of 95572

By execute, you have to look at their balance sheet. They cut costs and reported a profit where they were expected to break even or post a small loss. Compare that to ASML which has gone in the opposite direction in after hours. Glad I decided it was too risky. What direction have orders gone at NVLS? Maybe after being up 18% at Lam when they only thought they would have orders up 10% is why he thinks SARS is not a big deal so far? NVLS still has that SFAM disease... but the chemo might work. Lam is still talking about CMP but that remains to be seen. -g- K