Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Return to Sender who wrote (10366)	6/30/2003 11:55:23 AM
From: Donald Wennerstrom	Read Replies (3) of 95541

That's a rather interesting input from Smith Barney. 7:54AM Intel upgraded at Smith Barney (INTC) 20.57: Smith Barney upgrades to Outperform from In-Line, citing the following factors: 1) firm thinks Q2 and Q3 ests appear achievable, 2) the current environment is allowing INTC to slow price decreases and thereby increase profitability, 3) mgmt is increasingly focused upon improving ROIC, and 4) the co is beginning to accelerate just as the rest of the chip industry is decelerating (seasonally and YoY); raises target to $23 from $20. Their prediction seems to be that INTC is going to do rather well while the rest of the "chip industry" will "decelerate". Maybe today's "semi stock price" action is a precursor to this summer - starting out quite strong, but then fading as the day progresses. Don

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