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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Donald Wennerstrom who wrote (3367)	6/3/2002 9:01:24 AM
From: Return to Sender	of 95530

From Briefing.com: 7:26AM Best days of chip cycle are still ahead-- Bear Stearns : Bear Stearns says that now is the time to buy chip stocks based on lower valuations and firming fundamentals; believes semi industry is in a recovery, and has shown rapid improvement in year-to-year comparisons since bottoming in Q4; thinks the improvement will continue over the rest of this year and into 2003, even though sequential growth acceleration may take a breather in the Sept qtr. Favorite stocks are ALTR, CY, FCS, INTC, LSCC, LSI, TUNE, NSM, and TXN. 08:09 AM CNXT Conexant modem selected by Korea Telecom (7.15) Announces that its Ethernet asymmetric digital subscriber line modems have been selected for use in the Korea Telecom network. 08:07 AM TMTA Transmeta Crusoe chip tapped by HP (2.37) Hewlett-Packard (HPQ) announces plans to use Transmet'a 1GHz Crusoe TM5800 processors to power HP's forthcoming Compaq Evo Tablet PC. finance.yahoo.com^SOXX+^IXIC+^VIX&d=t

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