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Post# of 704019
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Joe Stocks

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Joe Stocks

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Re: None

Tuesday, 11/05/2002 9:21:42 AM

Tuesday, November 05, 2002 9:21:42 AM

Post# of 704019
From OI:>>Morning notes out of Lehman Brothers that investors are
overlooking weak fundamentals at semiconductor equipment
companies in favor of the prospect of stabilization in end
markets and the fear of missing the upturn in equipment shares is
weighing lower on the group, as well as stock futures in early
morning trading.

Lehman believes that overall, semiconductor equipment shares
trade well above historical trough levels, and the company's with
the greatest discrepancy between price/book and tangible book
include AEIS $13.75, BRKS $14.60, KLIC $3.86, MKSI $15.39 and
PLAB $13.44, and that KLIC and PLAB are the most likely
candidates for asset impairment charges.<<<


Joe

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