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

To: Donald Wennerstrom who wrote (15052)	5/9/2004 2:06:46 AM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95891

<<Caris Sees Upside Opportunity for Semi Equip Stks [delayed] Ridgeland, MS, MAY 07, 2004 (EventX/Knobias.com via COMTEX) -- Caris & Company believes that Semiconductor Equipment stocks represent excellent return prospects at present prices and should be aggressively added to investor portfolios. They noted that lead times for widely used equipment (testers, CVD, PVD, Etch, and Steppers) are lengthening by the week as new capacity projects layer onto leading-edge "technology" buys commenced a year ago. They reiterated their Buy on TER and Above Average ratings on AMAT and KLAC.>>