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Technology Stocks : Semi Equipment Analysis

SOXX 268.10

-4.8%

Nov 20 4:00 PM EST

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To: sixty2nds who wrote (28014)	1/19/2006 7:57:37 AM
From: sixty2nds	Read Replies (1) of 95450

07:40 Early Research Calls VI Upgrades: Bear Stearns upgrades Lam Research (LRCX $38.32) to Outperform from Peer Perform, after the co reported financial results for the Dec quarter that far exceeded its guidance and Street consensus, the co also provided an extremely upbeat outlook for the coming quarters... Bear Stearns upgrades Brooks Automation (BRKS $14.49) to Outperform from Peer Perform saying LRCX has historically been Brooks' largest customer and the co will benefit from the significant ramp that Lam is now undergoing...

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