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Technology Stocks : Semi Equipment Analysis

SOXX 270.83

+1.0%

Nov 21 4:00 PM EST

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To: Gottfried who wrote (2901)	4/25/2002 11:40:03 AM
From: Return to Sender	Read Replies (1) of 95456

From Briefing.com: 10:22AM Market averages bounce : Nasdaq Composite is on the mend after retesting the Feb low (1696), the Dow has bounced after temporarily slipping below its 200day sma (9935) while the S&P 500 has held near a series of supports between 1088 and 1085. A reversal in the wireless, telecom, oil/oil service and biotech sectors along with continued strength in healthcare, gold and drug has underpinned. 9:20AM Silicon Storage upgraded at CEUT (SSTI) 9.24: CE Unterberg Towbin upgrades to Near-Term BUY from Mkt Perform after the co beat estimates last night; firm is confident that the Flash market hit bottom in Q1 and that pricing is stable now but will likely trend upward in the 2H02. Raises 2002 rev/EPS ests to $334 mln/$0.11 from $322.5 mln/$0.07 and raises price target to $15 from $12. 8:55AM Cabot Micro hit by earnings miss (CCMP) 53.75: -- Update -- Stock getting crushed after a bad earnings miss (see 8:36 comment); now at 45.50 pre-market. 8:36AM Cabot Micro misses consensus (CCMP) 53.75: Reports Q2 (Mar) EPS of $0.31 excluding a $0.03 litigation expense, five cents worse than the Multex consensus of $0.36; revenues were $50.5 mln vs the consensus of $53.0 mln. Company says it has seen a pick-up in April order activity, but that visibility remains limited. finance.yahoo.com I can wait until tomorrow. Maybe Monday but we must rise by then! I command it. RtS@KingforLife.com

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