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

To: BMcV who wrote (15420)5/26/2004 3:28:04 PM
From: BMcV  Read Replies (1) | Respond to of 95617
 
CSFB is hosting a semiconductor conference this week, at which they will likely hear a great deal of positive comment. Possibly they are preparing the ground for a general upgrade of the equipment sector.



To: BMcV who wrote (15420)5/26/2004 5:55:18 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95617
 
Bruce, The give ground grudgingly don't they. You have to give them credit - the bears don't give up without a fight.

<<We are increasing our 2005 estimate to -2% y/y from -7% y/y. However, we continue to note this is well below
bottom-up consensus expectations for 16% growth.>>

Don


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