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

To: michael97123 who wrote (12867)	12/30/2003 9:40:50 PM
From: Donald Wennerstrom	Respond to of 95536

20 out of 25 stocks in the Group have quarterly and/or annual reports coming up in January. In October, there was a very strong undercurrent of "buying on the rumor and selling on the news". Many good reports were met with selling that reduced the stock prices. For the semi-equips, order input and billings are starting to increase, but whether it will be enough to satisfy investors is yet to be seen. As you point out, guidance going forward by the CEP's is most important. Don