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


To: Donald Wennerstrom who wrote (18003)8/11/2004 5:38:25 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95656
 
Schwab Soundview Capital Markets (NSM, KLIC) JagNotes

<<11 August 2004, 07:53am ET

NSM: Reit Outperform - NSM preannounced a revenue shortfall due to less than expected turns business in the Aug qtr. Distribution channel order patterns as well as weakness in flat panel displays and handsets for the Chinese market were cited.>>

<<KLIC: Reit Neutral - tious subcon behavior due to ongoing inventory corrections. We are reducing our Street-low estimates further.>>