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Technology Stocks : Semi Equipment Analysis

SOXX 309.36

+2.2%

Dec 3 4:00 PM EST

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To: Donald Wennerstrom who wrote (7379)	12/2/2002 8:58:38 AM
From: Return to Sender	of 95521

From Briefing.com: CSCO Cisco Systems downgraded at RBC (14.92) RBC Capital downgrades to Sector Perform from Outperform ahead of tomorrow's analyst day, citing caution over the current valuation and the top-line outlook; price target is $15. ICST Integrated Circuit downgraded at Bear Stearns (23.28) Bear Stearns downgrades to Peer Perform from Outperform based on expectations that ICST's share gains in the PC mkt will slow over the next few quarters; cuts FY03 est to $0.86 from $0.89 and FY04 to $1.11 from $1.19, and believes that now would be an opportune time to take profits. ISIL Intersil upgraded at Bear Stearns (17.28) Bear Stearns upgrades to Outperform from Peer Perform, saying they believe the ramp of 802.11g WLAN products is likely to be strong in 2003 and that ISIL is likely to benefit as it distances itself from much of its competition; raises 2003 est to $0.91 from $0.84. 7:50AM Nokia upgraded at Merrill Lynch, Morgan Stanley upgrades sector : Merrill Lynch upgrades NOK to Buy from Hold and raises their 2003 handset est to 474 mln from 410 mln, vs co's est of 460 mln. Separately, Morgan Stanley upgrades the wireless industry to Attractive from Cautious, saying they expect the mkt to look more favorably on the wireless co's now that free cash flow is on the horizon, despite intense competition; raises AWE price target to $11 from $10 and says the stock is their top pick. 7:13AM Intel, AMD upgraded at Lehman : Lehman upgrades INTC to Overweight from Equal-Weight and AMD to Equal-Weight from Underweight based on the following factors: 1) improving corporate profits should drive increased business investment, 2) the installed base continues to age with about 180 mln PCs over 4 yrs old, and 3) Win95 enters end of life at the end of this year and Windows 98 and NT4.x enters the non-support phase for MSFT on June 30. finance.yahoo.com^SOXX+ALTR+AMAT+AMD+BRCM+CSCO+ICST+ISIL+INTC+KLAC+LLTC+LSCC+LSI+MOT+MU+MXIM+NOK+NSM+NVLS+TER+TXN+XLNX+^IXIC+^NDX+^SPX+^VIX+SMH&d=t Moving way up at the open Don. RtS

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