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To: j-at-home who wrote (270480)	12/12/2003 7:53:12 AM
From: orkrious	Read Replies (2) \| Respond to of 436258

07:19 ET JP Morgan reits Overweight on semi equipment : JP Morgan believes that equipment stocks are again significantly oversold within an uptrend; firm says that seasonality is playing out, expects bookings for equipment to grow 15-20% sequentially through Q2, forecasts the YoY growth rate in semi revs to accelerate into next May or June, and expects chip and equipment lead times to stretch into Q2; firm also expects equipment stocks to rise in late Dec in anticipation of early stage buying, expects a solid earnings season, and thinks that equipment co's should start delivering positive EPS surprises with forward guidance above consensus. Top picks ASML, KLAC, LRCX, VSEA, BRKS, and CYMI.