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Technology Stocks : Semi Equipment Analysis

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To: sixty2nds who wrote (28015)	1/19/2006 8:02:57 AM
From: sixty2nds	Read Replies (1) of 95456

07:48 Soleil downgrades Semiconductor sector to Underweight Soliel downgrades the Semiconductor sector to Underweight from Overweight as they believe I.C. shipments are poised to decline over the next 6 months and 2Q estimates are at risk. They believe the most exposed names in their coverage list are: MCHP, TXN, MXIM,LLTC, and ADI. The firm says that related names exposed to a downturn in shipments: BRCM, NSM, and ISIL.

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