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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: ELH1006 who wrote (7993)	1/9/2003 9:05:01 AM
From: Return to Sender	Read Replies (1) of 95463

From Briefing.com: 8:40AM Foundry Ntwks: Fulcrum reiterates Sell rating (FDRY) 8.15: -- Update -- In contrast to Deutsche's upgrade (7:08), Fulcrum reiterates their Sell rating and $5.50 price target on FDRY, saying at current levels the shares are priced to perfection; firm also believes that increased competition from CSCO, EXTR, ETS, and even NT will ultimately impact the co's operating results. 8:35AM S&P futures vs fair value: +5.6. Nasdaq futures vs fair value: +13.5. Futures market maintains a positive bid following the jobless claims report that was essentially in line with expectations... An affirmation of EPS guidance by BUD, a positive earnings pre-announcement from FDRY, and a smattering of positive same-store sales reports from retailers are lending support 7:42AM STMicroelectronics upgraded at Solly (STM) 20.80: Salomon Smith Barney out of Europe upgrades STM to Outperform from In-Line due to the co's exposure to wireless (and NOK in particular); firm forecasts higher silicon content and end-mkt growth in wireless, and STM derives 25% of revs from that area; moreover, STM could potentially increase its silicon per cellphone by 50% during 2003 due to its relationship with NOK. Target is $28. 7:08AM Foundry Ntwks upgraded at Deutsche (FDRY) 8.15: Deutsche Securities upgrades to Buy from Hold following its preannouncement last night of significant top line upside for Q4; product cycle continues to pay off with mkt share gains, results should help lay to rest concern about near-term sustainability of the top line, and firm expects Street ests to be revised up meaningfully when the co reports the qtr on Jan 29; raises 2002-04 ests and raises price target to $12 from $8. finance.yahoo.com^SOXX+ALTR+AMAT+AMD+BRCM+FDRY+INTC+KLAC+LLTC+LSCC+LSI+MOT+MU+MXIM+NSM+NVLS+STM+TER+TXN+XLNX+^IXIC+^NDX+^SPX+^VIX+^VXN+^STI.N+SMH&d=t RtS

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