Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 151.72

-1.1%

11:05 AM EST

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To: Berk who wrote (10412)	6/28/2002 8:09:21 AM
From: orkrious	Read Replies (1) of 10921

I never saw anything on XLNX yesterday From yesterday's briefing: 07:12 ET Lehman upgrades select chipmakers, cautious on others : Lehman upgrades MU and ICST to STRONG BUY from Buy and FCS and CNXT to BUY from Mkt Perform, and moves to a Mkt Weight/slight Overweight position from Underweight in semis; says valuations have started to reach compelling levels and expectations for several co's have also reached achievable levels. Firm also cuts ests on INTC and HPQ, and believes there is still risk to PLD co's XLNX and ALTR, comm ICs co's such as AMCC, and mixed signal co's as valuations still remain high.

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