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Technology Stocks : Semi Equipment Analysis

SOXX 296.26

-3.9%

Nov 4 4:00 PM EST

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To: etchmeister who wrote (23625)	6/2/2005 7:48:59 AM
From: sixty2nds	Read Replies (1) of 95358

07:19 Lehman upgrades ACLS to Overweight, downgrades VSEA to Equal-Weight Lehman upgrades ACLS to Overweight from Equal-Weight and raises their tgt to $9 from $8, and downgrades VSEA to Equal-Weight from Overweight and maintains their $42 tgt. Firm believes that now is a good time to swap out of VSEA and into ACLS based on: 1) expectation for continued spending from Japan (favors ACLS) and potential for weakness in memory, 2) their view that investors are not adequately valuing ACLS' SEN JV, 3) growing confidence on large SMIC order in 2H05, and 4) compelling valuation differential

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