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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: Donald Wennerstrom who wrote (6514)	10/29/2002 9:34:13 AM
From: Return to Sender	of 95541

From Briefing.com: 8:55AM S&P futures vs fair value: -2.5. Nasdaq futures vs fair value: flat. Not much change...inability of market to hold early gains yesterday set neutral / slightly bearish tone heading into today...focus today is on Consumer Credit at 10:00 ET. 8:40AM Qualcomm: China to introduce competing CDMA technology? (QCOM) 35.46: AmTech Research says that Chinese officials along with two top telecom service providers will announce their own version of CDMA on Wednesday; says the technology is called TD-SCDMA and that the officials will call for an industrial alliance to promote this alternative to QCOM's WCDMA and CDMA2000; AmTech believes that China will try to pay little or no royalties to QCOM and may contend that QCOM patents are not enforceable if officials rule the new technology is innovative and different from CDMA2000. 8:31AM United Micro expected to announce strong Q4 outlook - Digitimes (UMC) 4.35: Digitimes.com reports that UMC is expected to announce a strong Q4 outlook on rising orders from Taiwanese IC design houses, according to analysts; these analysts say Taiwanese IC design houses are vigorously replenishing lower-than-expected inventory this qtr, a move not seen among int'l integrated device manufacturers, the major customer base of rival TSM. 8:14AM Cisco Systems lowering prices for certain modules - UBS (CSCO) 10.90: UBS Warburg says that checks indicate that CSCO is lowering prices for certain modules of their flagship Catalyst 6500 LAN Switch on the order of 15%-35%, which is the first time the co has formally lowered prices on the Catalyst 6500 series in 3 years; trims Jan qtr rev est by $50 mln; firm expects the stock to remain stuck in the current trading range of $8-$12 over the next few months. 7:36AM Micron estimates raised, but strength could be fleeting - Bear Stearns (MU) 16.85: Bear Stearns raises ests due to higher DRAM prices, saying checks indicate that DDR supply remains constrained despite relatively modest growth in PC demand; however, firm recommends that investors consider taking some profits, as the stock is now trading well above cyclical low valuation and the current price strength for DDR DRAM could prove to be fleeting; raises 2003 est to ($1.00) from ($1.22) and 2004 to $1.30 from $1.13 (former is below and latter is above consensus). finance.yahoo.com^SOXX+ALTR+AMAT+AMD+BRCM+CSCO+INTC+KLAC+LLTC+LSCC+LSI+MOT+MU+MXIM+NSM+NVLS+QCOM+TER+TSM+TXN+UMC+XLNX+SMH+^VIX+^SPX+^IXIC&d=t

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