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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

+1.3%

Dec 10 4:00 PM EST

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To: Proud_Infidel who wrote (30375)	5/11/2006 10:07:31 AM
From: Donald Wennerstrom	Read Replies (3) of 95561

Semi Equip: AmTech Cuts Industry Weight to Neutral [delayed] Thursday May 11 2006 09:49:07 EDT Ridgeland, MS, MAY 11, 2006 (EventX/Knobias.com via COMTEX) -- AmTech cut the semiconductor equipment industry to Neutral Weight from Overweight. The firm said the current industry fundamentals are postive, but visibility for late 2006 and early 2007 is inadequate. In addition, Susquehana reported growing semiconductor inventories this morning. (-) AMAT: AmTech cut AMAT to Hold from Buy on valuation, lack of visibility, and below-industry growth rate. (-) LRCX: Amtech cut LRCX to Sell from Buy citing incremental market share loss. (-) TER: Teradyne was cut to Hold from Buy on valuation and lack of visibility.

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