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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: scott_jiminez who wrote (3920)	7/9/2002 3:38:24 PM
From: Gottfried	Read Replies (1) of 95487

11:53 am PT Micron: positive comments from Lehman (MU) 21.71 +0.11: Lehman's Dan Niles says that MU was relatively upbeat at their London analyst meeting, saying inventories have now declined to the lower end of a 4-6 week range and pricing is in a range of $2.50-$3.00; Micron is also seeing their OEMs starting to use greater memory configurations as a selling feature again, and as such contracts have some potential to move higher; also, capex is expected to increase to roughly $1.4 bln in FY03 within a prior range of $1.0-$1.5 bln. Reiterates Strong Buy rating and $25 price target. from briefing.com

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