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To: ild who wrote (260884)	9/18/2003 10:09:45 AM
From: orkrious	Respond to of 436258

no

To: ild who wrote (260884)	9/18/2003 10:29:36 AM
From: orkrious	Read Replies (2) \| Respond to of 436258

07:43 ET Semi Equipment book-to-bill disappoints Goldman Sachs calls the SEMI August book-to-bill of 0.91 disappointing, as it came in 0.07 below firm's estimate and 0.08 below Wall Street views. Overall orders were up 2% month-over-month off a downwardly revised base (7% below Goldman's original est). Firm views the data as further evidence that while fundamentals continue to gradually improve, expectations for fundamental improvement have outpaced reality. Until expectations for fundamental improvement reconnect with reality, firm believes the equipment stocks may see a 10-15% pullback near-term.