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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

0.0%

Dec 26 4:00 PM EST

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To: Return to Sender who wrote (8909)	3/7/2003 8:47:27 AM
From: Return to Sender	Read Replies (1) of 95640

From Briefing.com: 7:54AM National Semi upgraded to Hold at Deutsche; target $15.50 (NSM) 16.60: 7:54AM Intel estimates cut following mid-qtr update (INTC) 16.70: CIBC lowers its 2003 Intel estimate to $0.55 from $0.65 and 2004 to $0.75 from $0.85. The estimate cuts assume a flash shortfall that may be as high as $100-$150 mln, resulting from a market share loss of AMD and STN in response to price increases. Firm believes that more upside than downside faces INTC in the PC market as geo-political pressures are likely to alleviate. 7:27AM Nokia upgraded at JP Morgan (NOK) 13.11: JP Morgan out of Europe upgrades NOK to Overweight from Neutral based on valuation; firm does not expect the co's mid-qtr update on March 11 to be positive on ASPs, and expects the co to lower top-line guidance but reaffirm EPS; however, firm says that all but the most aggressive ASP decline assumptions are already priced into the stock. In addition, firm upgrades DT to Overweight, and says that the current valuations of ALA and ERICY already reflect overly optimistic assumptions on top-line growth and restructuring. finance.yahoo.com finance.yahoo.com^SOXX+ALA+ALTR+AMAT+AMD+ATYT+BRCM+DT+ERICY+INTC+KLAC+LLTC+LSCC+LSI+MOT+MSCC+MCDT+MU+MXIM+NOK+NSM+NVLS+RMBS+STM+TER+TUNE+TXN+XLNX+^IXIC+^NDX+^SPX+^VIX+^VXN+^STI.N+SMH&d=t RtS

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