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

To: Donald Wennerstrom who wrote (18039)	8/12/2004 12:20:12 PM
From: BWAC	Respond to of 95743

6.70 Targit is 40 cents below the 7.10 markIt price right now.

To: Donald Wennerstrom who wrote (18039)	8/12/2004 12:23:24 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95743

OK Bruce, this is more like what I expected to see. <<Semiconductor stocks to remain under pressure Thursday, August 12, 2004 7:35:28 AM ET LONDON, August 12 (New Ratings) – Analyst Nicolas Gaudois of Deutsche Bank expects the global semiconductor stocks to remain under pressure over the next several months. In a research note published this morning, the analyst mentions that global semiconductor stocks have, for the past few months, been pressurized by sector specific and macro concerns. The second quarter results of various semiconductor companies and their reduced earnings guidance has aggravated these concerns, the analyst believes. The higher-than-expected increase in supply and the current high inventory levels in the semiconductor industry indicate that utilization levels have peaked, Deutsche Bank says. Semiconductor stocks are expected to witness further downside over the next six-to-nine months, the analyst mentions.>>