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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Return to Sender who wrote (3751)	6/30/2002 2:30:32 PM
From: Return to Sender	of 95487

From Briefing.com on Friday: 1:44PM Sector Watch: Semiconductor : The semi index (SOX +0.1%) has slipped in recent trade after a second failure to work through the 404/405 area (mid-month low, this week's high) with XLNX -1.2%, AMAT -2.9%, LSI -2.7%, BRCM -2%, TER -1.4% leading the way. Intraday inability to push back through the 400 level leaves the door open to further short term downticks. Next support is at 390 and 387. 9:58AM Nasdaq Composite Intraday : -- Technical -- Index extends recent recovery rally and approaches resistance between 1476 and 1480. Short term a continued posture above the 1455/1450 leaves it well positioned for a follow through attempt. Next resistance is in the 1495/1500 area. 8:33AM Taiwan Semi fab could see tool delivery delay-- Pru (TSM) 12.90: Prudential says field checks suggest that TSM's Fab 14 semi equipment tool deliveries could be less than certain in the Q4 time frame and could fall into Q1; firm estimates total capex impact could be about $200 mln, and that the additional caution is due to concerns regarding wafer start forecast reductions from some PC-centric customers. On a positive note, checks indicate UMC has been inquiring about trailing edge tools to potentially facilitate manufacturing fabs on mainland China. 8:27AM MEMC Elec upgraded to Buy at Merrill (WFR) 4.62: Merrill Lynch upgrades to near-term BUY from Neutral. WFR has completed a significant financial and manufacturing restructuring that should provide significant margin leverage. Firm believes stock could return to 2.5x sales, or $9. 8:04AM Varian Semi increases Q3 guidance (VSEA) 35.09: Based on a late-qtr acceleration in customer demand, company expects Q3 results to exceed previous guidance. Now sees EPS of $0.06-$0.09 (Multex consensus $0.01) and revenues of $91-$96 mln (consensus $82.21 mln). finance.yahoo.com^SOXX+^IXIC+^VIX+^TIC.O&d=t

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