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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: StanX Long who wrote (9104)	3/21/2003 10:16:54 AM
From: Return to Sender	Read Replies (1) of 95572

From Briefing.com: AMAT Applied Materials cut to Neutral at UBS on valuation; target $15 (14.18 +0.27) 9:32AM KLA-Tencor: AMAT posture in PDC is a growth risk factor (KLAC) 40.45 +0.70: CIBC World Mkts says competitor AMAT took an aggressive process diagnostic & control posture at its analyst meeting: co announced plans to launch 3 new inspection platforms head to head with KLAC by year end. While KLAC still dominant in PDC, a broader front from AMAT will at very least cause order postponement, demand for discounts from customers; believes AMAT plans 20%-30% lower pricing 7:42AM Intersil and Broadcom to benefit from Cisco acquisition - Lehman : Lehman believes that CSCO's purchase of Linksys is a positive for ISIL and BRCM, as CSCO's presence will likely accelerate SOHO WLAN mkt growth; for ISIL, firm thinks this could allow the co to gain back some share in 802.11g as CSCO dual-sources .11g chipsets, and for BRCM, this should reinforce the strong BRCM/CSCO relationship in Ethernet which previously did not crossover into wireless LAN. Firm also believes that MRVL should benefit as well. 7:07AM Microtune 'victorious' in Broadcom infringement case (TUNE) 1.72: Announces that a U.S. District Court jury has found in favor of Microtune in its patent infringement dispute against Broadcom (BRCM). The jury found that Microtune's patent No. 5,737,035 was valid and that Broadcom is infringing. The jury also found that Broadcom's infringement was willful. Microtune anticipates that the Court will schedule a hearing within 30 days to consider the issues of granting an injunction with respect to the infringing tuners and to determine the amount of damages to enter based on the jury's determination of infringement and validity of the '035 patent. 6:54AM ATI Tech beats by $0.02 (ATYT) 4.54: Reports Q2 (Feb) earnings of $0.04 per share (ex-items), $0.02 better than the Multex consensus. Revs rose 19.7% year/year to $318.5 mln vs the $292.0 mln consensus. For Q3, co sees revs in the $300 mln range ($298.53 mln). finance.yahoo.com^SOXX+ALTR+AMAT+AMD+ATYT+BRCM+INTC+ISIL+KLAC+LLTC+LSCC+LSI+MOT+MRVL+MU+MXIM+NSM+NVLS+TER+TUNE+TXN+XLNX+^IXIC+^NDX+^SPX+^VIX+^VXN+^STI.N+SMH&d=t

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