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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

Dec 4 4:00 PM EST

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To: michael97123 who wrote (6344)	10/21/2002 9:37:57 AM
From: Return to Sender	of 95525

Why not go to the source. Here is a link to Merrill Lynch's Home Page: ml.com If you can find a link to the person putting forth the positive outlook please post it here. Here is the only semiconductor related note I have seen so far this morning from Briefing.com: 7:39AM Texas Instruments estimates cut by CSFB (TXN) 17.10: CSFB believes that consensus ests for TXN are still too high, and lowers FY02-03 ests and gross margin assumptions; cuts FY02 rev/EPS ests to $8.5 bln/$0.27 from $8.6 bln/$0.29 and FY03 to $9.2 bln/$0.49 from $9.6 bln/$0.57 (both below consensus); however, firm prefers TXN to INTC. finance.yahoo.com^SOXX+ALTR+AMAT+AMD+BRCM+INTC+KLAC+LLTC+LSCC+LSI+MOT+MU+MXIM+NSM+NVLS+TER+TXN+XLNX&d=t Thanks, RtS

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