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Technology Stocks : Semi Equipment Analysis
SOXX 342.47+1.6%Jan 16 4:00 PM EST
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To: StanX Long who wrote (8621)2/18/2003 9:32:55 AM
From: Return to Sender  Read Replies (4) of 95735
 
From Briefing.com: 8:38AM Skyworks upgraded at Soundview (SWKS) 6.55: Soundview upgrades to Outperform from Neutral based on their belief that Q1 inventory issues have been factored into ests and phone demand appears favorable; over the long-term, firm thinks SWKS's new product momentum will drive margin leverage and top-line growth ahead of its peers and the handset mkt overall; maintains $12 price target.

6:46AM Small chip firms risk being flattened by Intel's Manitoba -- Barron's : Barron's suggests that Intel's Manitoba wireless chip could lead to a battle between Texas Instruments and Intel, leaving smaller chip names trampled in the process. Mentioned were BRCM, ISIL, MRVL, NVDA, QCOM, AGR.A. Alex Guana of UBS ticked off the portion of some smaller firm's revenues that may be at risk: 60% for BRCM; 47% for MRVL; 37% for ISILl and almost 10% for AGR.A. "I'm not going to say that Intel wins and everybody else loses," stated another UBS analyst. "But the Darwinian fallout on this could be material."

finance.yahoo.com^SOXX+AGRa+ALTR+AMAT+AMD+BRCM+INTC+ISIL+KLAC+LLTC+LSCC+LSI+MOT+MRVL+MU+MXIM+NSM+NVDA+NVLS+QCOM+SWKS+TER+TXN+XLNX+^IXIC+^NDX+^SPX+^VIX+^VXN+^STI.N+SMH&d=t

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