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Technology Stocks : Semi Equipment Analysis

SOXX 305.47

+3.1%

Nov 5 4:00 PM EST

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To: Return to Sender who wrote (1335)	12/4/2001 12:10:11 AM
From: Donald Wennerstrom	Read Replies (1) of 95368

Here is a rather upbeat assessment of the the semiconductor areal: PARAMUS, N.J., Dec. 3 /PRNewswire/ -- The following is being issued by Adamson Brothers Inc, a Broker/Dealer and a member of the NASD (#46684): After downgrading the semiconductor industry in March of 2000, we now believe that the fundamentals of the semiconductor industry are showing signs of improving. We believe that the industry has bottomed and that we will begin to witness sequential revenue growth beginning with December of 2001. The companies that are covered in this report are: Applied Micro Circuits: Symbol: AMCC Advanced Micro Devices: Symbol: AMD Broadcom Corp: Symbol: BRCM Intel Corp: Symbol: INTC LSI Logic: Symbol: LSI Micron Technology: Symbol: MU PMC Sierra: Symbol: PMCS Texas Instruments: Symbol: TXN Vitesse Semiconductor: Symbol: VTSS Xilinx: Symbol: XLNX Applied Materials: Symbol: AMAT Keithley Instruments: Symbol: KEI KLA Tencor: Symbol: KLAC Newport: Symbol: NEWP Lam Research: Symbol: LRCX Novellus: Symbol: NVLS The following semiconductor related companies are on Adamson Brothers' recommended list: Applied Materials Broadcom Intel Keithley Newport Texas Instruments While we believe these companies are best positioned for the future; at current price levels, we would only begin to build small positions or reduce large positions since many of the companies have already realized substantial gains in the past 7 weeks. Our firm believes that there may be up to 20% downside in some of the more aggressive semiconductor companies. Our projections are for 0.3% growth for global semiconductor sales in calendar year 2002. With the semiconductor industry returning to double-digit growth rates for 2003. More information regarding this report can be found at adamsonbrothers.com. csfbdirect.com

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