Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (12920)	1/5/2004 2:55:21 PM
From: Donald Wennerstrom	of 95573

Here is another input in the semi-equip area. <<07:46 ET KLAC, AMAT, BRKS upgraded at SG Cowen : SG Cowen upgrades KLAC and AMAT to Strong Buy from Outperform and BRKS to Outperform from Mkt Perform, saying it is still not too late to play the 2004-05 semi cycle; firm says their model suggests around 35% capex growth in 2004-05, and they believe that "panicked buying" after 3 years of under-investment could pull 2004 orders forward (+45% wouldn't shock them); despite high expectations, they believe the cycle will still surprise.>>

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next