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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

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Dec 10 4:00 PM EST

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From: Donald Wennerstrom	2/13/2009 11:22:01 AM
	2 Recommendations Read Replies (1) of 95546

2009-02-13 10:05:59 WFR MEMC ELECTRONIC MATERIALS, INC. Brian Egli UBS UPGRADES MEMC ELEC (WFR), ATMI INC. (ATMI) TO BUY FROM NEUTRAL Analyst Stephen Chin tells salesforce recent channel checks found that WFR has decided to reopen its Taisil, Taiwan (50% of capacity) semiconductor wafer factory the last two weeks of Q1, given higher 300mm wafer demand from TSM. Estimates WFR has 35% market share at TSM and may benefit from rush orders and modest inventory restocking. Meanwhile, channel checks at ATMI indicate March monthly wafer starts could likely rise vs. February, given more copper-related materials sales to TSM. Has $20 12-month target prices for both companies.

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