Altera Message Board - Msg: 22115339

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Technology Stocks : Altera

ALTR 53.61

+1.3%

Jul 7 5:00 PM EST

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To: Cary Salsberg who wrote (2342)	1/30/2006 8:01:32 PM
From: Proud_Infidel	Read Replies (1) of 2389

Two Picks In Semiconductors Sub-Industry Maya Roney, 01.30.06, 4:35 PM ET Standard & Poor's Equity Research analyst Tom Smith upgraded his view of the semiconductors sub-industry to "positive" from "neutral" after a strong fourth-quarter. "We project the present semiconductor sub-industry expansion to continue into 2007," wrote Smith in a research note Monday. Fourth-quarter 2005 results from chipmakers described a pattern of moderately strong demand for chips, lean inventories, plant utilization running high, and occasional upward pricing ability for chips with the exception of commodity memory, the analyst reported. Smith raised his estimate for 2006 worldwide semiconductor sales in dollars to 12% from 9%. S&P Equity Research's top picks include programmable logic maker Altera (nasdaq: ALTR - news - people ) and analog maker Semtech (nasdaq: SMTC - news - people ), both rated "strong buy."

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