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Technology Stocks : Semi Equipment Analysis

SOXX 328.78

+2.9%

Jan 9 4:00 PM EST

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To: Donald Wennerstrom who wrote (10987)	8/15/2003 9:29:36 AM
From: Return to Sender	Read Replies (1) of 95703

From Briefing.com: 8:42AM Analog Devices cut to In-Line from Outperform at Smith Barney (ADI) 37.06: While Smith Barney fundamentally likes the company, the stock is too expensive for firm's tastes. Price target goes to $35 from $32. 8:10AM Xilinx reinstated with a Buy at Merrill Lynch (XLNX) 25.55: Firm believes that XLNX is well positioned to benefit from a demand recovery. Also believes that valuation is reasonable at 32x firm's CY04 est. Price target $35. 7:27AM MRVL estimates and price target raised at ThinkEquity ahead of earnings (MRVL) 35.59: ThinkEquity Partner's Charlie Glavin believes concerns over GbE and HDD associated with the stock are "overblown" citing similar fears occurring in last Oct, Jan and Apr. The analyst is raising his price target to $40 and modestly boosting estimates for FY04 and FY05 ahead of earnings. Firm notes current valuation would still put it at a 35-40% discount to Intel's 1.8 PEG based off of its CY03 numbers and over a 25-50% discount vs. more direct communications IC competitors. Marvell reports August 21, 2003 after the close. 7:08AM Early Research Calls : SoundView upgrading ISIL to Outperform from Neutral with a $30 tgt... Prudential downgrades CVX to Hold from Buy... Merril Lynch reinstating coverage on XLNX with Buy rating and ALTR with Neutral rating... JP Morgan initiating coverage on SNDK with Overweight rating... SunTrust initiating coverage on radio stocks: CXR, ETM, EMMS, ROIA as Overweight and CCU, CMLS, RGCI as Equal Weight. finance.yahoo.com

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