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Technology Stocks : Semi Equipment Analysis

SOXX 291.39

+2.8%

Nov 26 4:00 PM EST

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To: Gottfried who wrote (953)	8/13/2001 8:56:35 AM
From: Return to Sender	Read Replies (1) of 95479

7:46AM Goldman Ups Chips : --Update-- Goldman Sachs raising the US Semiconductor sector to an Overweight rating, and upgrading a host of individual stocks (see 7:38)... data points no longer universally negative, and fundamentals are likely to strengthen in Q4... the recovery writing is on the wall -- doesn't see how investors will be able to resist the inflection point, despite unattractive valuations. 7:38AM Goldman Sachs Upgrades : Goldman Sachs upgrades the following names to REC. LIST from Mkt Outperform: INTC, QCOM, CNXT, BRCM, TUNE... raised to Rec. List from Hold are ADI and MXIM... LLTC lifted to Outperform from Hold. 7:29AM Chip Stocks : Semiconductor names INTC, CNXT, BRCM, TUNE, ADI, MXIM, LLTC being upgraded this morning by a tier 1 firm; QCOM also raised... News of the upgrades lifts the Nasdaq futures out of the red. finance.yahoo.com RtS

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