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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Donald Wennerstrom who wrote (15721)	6/14/2004 8:10:29 PM
From: Donald Wennerstrom	Read Replies (1) of 95572

Two items in the semi-equip area from Briefing.com today. <<Applied Materials (AMAT) 18.65 -0.27: Co announced that it has acquired all of the outstanding stock of Torrex for an undisclosed cash amount. This acquisition enables AMAT to serve customers' highly cost-sensitive thermal film deposition applications for front-end semiconductor manufacturing with Torrex's multi-wafer processing technology. ASML Holding (ASML) 15.81 -1.03: JP Morgan added ASML to their Focus list, citing the following factors: 1) their visit to ASML's facilities gives them renewed confidence in current business conditions, 2) the bill of materials for the Twinscan body will be further reduced by 25% in 2004, in addition to the earlier 25% reduction in 2003, 3) firm expects the value of backlog to rise materially in the June qtr with the inclusion of immersion tools, 4) the co's expected decision to enter into the LCD mkt in Q3, and 5) expected cash generation from low inventory of lenses and customers paying a portion of the price upfront. Target is $19.>>

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