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Technology Stocks : Semi Equipment Analysis

SOXX 288.52

-0.3%

4:00 PM EST

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To: The Ox who wrote (1491)	12/27/2001 9:49:12 AM
From: Return to Sender	Read Replies (1) of 95420

From Briefing.com: 8:30AM Veeco Instruments (VECO) 32.83: Merrill Lynch trims 2002 est bya dime to $0.65, reflecting higher net interest expense resulting from the convertible debenture. 8:13AM Atmel Corp (ATML) 6.62: A.G. Edwards upgrades to STRONG BUY from Buy based on valuation; says stk trading at a steep discount to the peer group; expects Q4 to come in as expected. Firm has a price target of $11. 7:44AM Advanced Micro (AMD) 15.62: Merrill Lynch raising Q4 to ($0.15) from ($0.23); current consensus (-$0.19). Firm's checks indicate that Athlon demand through the end of the qtr has been stronger that Merrill's expectations. Remains Neutral on the stk for now; believes that the Q1 launch of Intel's Northwood poses a substantial challenge to AMD. finance.yahoo.com finance.yahoo.com Trying to buy ATML long here at 7.25. Long again on AMAT at 40.95. RtS

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