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Technology Stocks : Semi Equipment Analysis

SOXX 337.22

+1.6%

Jan 15 4:00 PM EST

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To: sixty2nds who wrote (27866)	1/11/2006 7:28:34 AM
From: sixty2nds	Read Replies (2) of 95730

More Monday...08:41 SNDK SanDisk upgraded to Buy at Oppenheimer; tgt upped to $85 (73.95 ) -Update- Oppenheimer upgrades SNDK to Buy from Neutral with an $85 tgt. They believe from talking to multiple NAND flash consumers, and flash controller manufacturers that the IM Flash venture will not affect supply and pricing until early 2007. Also, they think Apple (AAP) is expected to dramatically increase consumption of higher density flash in 2H06 with the addition of 4GB/8GB iPod Nano and with a new laptop to be launched in the next few months featuring rapid start off NAND memory.

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