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Technology Stocks : Semi Equipment Analysis
SOXX 283.58+0.3%4:00 PM EST

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To: The Ox who wrote (7984)1/8/2003 9:02:00 AM
From: Return to Sender  Read Replies (1) of 95467
 
From Briefing.com: ISIL Intersil announces new WLAN driver (15.77) Co announces a new PRISM 802.11b WLAN driver solution that supports Smart Displays based on the Windows CE for Smart Displays operating system.

7:49AM Semi Equips upgraded at Adams Harkness : Adams Harkness recommends increasing exposure to the Semiconductor Equipment group in anticipation of further good news. Firm raises CGNX, NANO, NVLS, VSEA to STRONG BUY from Mkt Perform, while lifting ADEX, AEIS, AMAT, ASYT, CYMI, ENTG, HELX, IFCN, MKSI, TWAV and TRKN to BUY from Mkt Perform. Firm sees improving order patterns carrying into H2'03 and 2004, driven by improved demand for semiconductors as corporations upgrade their aging computer systems.

7:22AM Solectron cut to Underperform from Neutral at CSFB; target $3 (SLR) 4.35:

7:12AM Motorola COO sees industry handset sales up 8-10% in 2003 -- Reuters (MOT) 9.69:

7:06AM Agere Systems inks $150 mln supply agreement with Samsung (AGR.A) 1.42: The one-year pact calls for Agere to supply wireless data chipsets and software for use in Samsung's new generation of advanced mobile phones.

finance.yahoo.com^SOXX+ADEX+AEIS+AGRa+ALTR+AMAT+AMD+ASYT+BRCM+CGNX+CYMI+ENTG+HELX+IFCN+INTC+ISIL+KLAC+LLTC+LSCC+LSI+MKSI+MOT+MU+MXIM+NANO+NSM+NVLS+SLR+TER+TRKN+TWAV+TXN+VSEA+XLNX&d=t

Good idea for a new thread although the discussion of analysts ratings on semiconductor stocks is defintely on topic as far as I am concerned. New thread is bookmarked!

RtS
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