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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: TechTrader42 who wrote (13367)	8/1/2001 9:29:47 AM
From: Chris	Respond to of 52237

07:43 ET Semi Equip Upgrades : --Update-- Merrill Lynch thinks the semiconductor equipment train is pulling out of the station... Firm raising near-term rating on AMAT, KLAC, and LRCX to Buy from Neutral... NVLS, MKSI, and ENTG upped to Buy from Accumulate... AEIS raised to Accum. from Neut... TER raised to Buy from Accumulate (long-term)... Thinks stocks are unlikely to test previous lows, and are currently forming new bottom levels. 07:34 ET Semi Upgrades : --Update-- Merrill Lynch upgrading 11 chip sector stocks, believing that the worst of the downturn is behind us. Firm raises near-term rating to Buy from Neutral on ADI, LLTC, MXIM, and STM... Upped to Buy from Accumulate are RFMD, TSM, TXN, and UMC... MU goes to Accumulate from Neutral... Thinks combination of stabilizing earnings estimates, reduced capital spending and bottoming yr/yr change should allow semis to begin slowly outperforming over the next 6-12 months. 07:15 ET Semi Upgrades : --Update-- Merrill Lynch upgrades a host of semiconductor and semiconductor equipment stocks. Raised in the semi group are ADI, LLTC, MXIM, STM, CHRT, SMTC, RFMD, TSM, TXN, UMC, MU... The semiconductor equipment stocks receiving upgrades are AMAT, KLAC, LRCX, NVLS, MKSI, ENTG, TER, AEIS.

To: TechTrader42 who wrote (13367)	8/1/2001 9:29:50 AM
From: Chris	Read Replies (1) \| Respond to of 52237

07:59 ET EMC Corp (EMC) 19.72: Goldman Sachs analyst Laura Conigliaro says that EMC's comment at a pre-analyst meeting dinner that July demand was similar to April could imply that Goldman's forecast of a sequential revenue decline is too pessimistic, EMC's backend-loaded qtr makes it too early to call.