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Technology Stocks : Semi Equipment Analysis

SOXX 288.52

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To: Donald Wennerstrom who wrote (30727)	5/30/2006 5:43:19 PM
From: Donald Wennerstrom	Read Replies (1) of 95419

Semi Equip: CIBC Ups Industry to Mkt Wt from UnderWeight [delayed] Tuesday May 30 2006 08:11:06 EDT Ridgeland, MS, MAY 30, 2006 (EventX/Knobias.com via COMTEX) -- CIBC upped the industry to Mkt Wt from Underweight. CIBC sees 5-8% growth in 2007, but valuations discount a worst-case sales downturn next year. Near term CIBC is calling for a 2H order decline. CIBC upped TER to Sector OP from Sec Perform and recommended AMAT & ASMI as well. RBC Cap upgraded AMAT to OP from SP. + AMAT: CIBC calls Applied Materials a defensive play. RBC Capital upped Applied Materials to OP from Sec Perform. Firm anticipates a growing second half order book. Note: Insider selling at AMAT, slowed to nothing over the last 90 days compared to 3.1 million shares in the last 12 months. + ASMI: CIBC notes ASM International's restructuring efforts. + TER: Teradyne was upped to Sec. OP from Sec Perform; tgt to $19 from $17. CIBC sees a 2H game console ramp up boosting Teradyne shares.

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