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Technology Stocks : Semi Equipment Analysis

SOXX 296.92

+0.1%

Dec 1 4:00 PM EST

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To: Donald Wennerstrom who wrote (10522)	7/9/2003 6:08:03 PM
From: Return to Sender	Read Replies (1) of 95501

Semiconductor Equipment . . . Merrill Lynch raised its rating on Asyst Technologies to "buy" from "neutral," citing expected gains in market share, cost reduction and anticipated higher peak margins. Brett Hodess said Tuesday's announcement that the company was awarded a multi-million dollar order to provide its 300mm automated material handling system to UMCi, a joint venture between United Microelectronics, Infineon and the Singapore Economic Development Board, was a "highly competitive win" as it gives Asyst penetration with all semiconductor foundries at 300 mm. United Micro’s June revenues reached NT$7.027 billion, -4.5% Month/Month and up 4.7% Year/Year. 2nd quarter revenue NT$21.71 billion up 21% compared with 1st quarter. Semiconductors . . . UBS raised its price target on Intel to $29 from $26 ahead of Intel's second quarter, slated for release on July 15. "While we do not expect Intel to materially beat our $6.7 billion sales estimate for the second quarter, we do believe that the Centrino results will be strong." Continue to expect 14% PLD industry growth in 2003 following the EDA survey published today. Drivers for migration to FPGAs continue to increase. The survey results indicate (1) the size of IC design teams is growing and (2) chip design times are also increasing. Both observations would favor a shift to FPGAs from ASICs because FPGAs facilitate faster and easier designs. The survey results suggest the FPGA design tool market is saturated with only 5% growth expected over the next two years. However, the survey was aimed primarily at higher-end EDA tools. 2003 industry forecast remain intact as we expect N-T growth to come from lower-end applications. Growth on low end favors Altera over Xilinx in Near-Term. RobBlack.com MarketWrap: robblack.com Don, I think Briefing.com does an excellent job with their technical analysis. There is money to be made here. Long or short. RtS

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