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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: willcousa who wrote (908)	8/2/2001 8:55:13 AM
From: Return to Sender	Respond to of 95443

FROM BRIEFING.COM: 7:59AM Opening Indications : Cash market indicated to open noticeably higher as the S&P futures, at 1231, are 11 points above fair value while the Nasdaq 100 futures, at 1763, are 33 points above fair value... A bullish bias this morning, but enthusiasm has been tempered a bit in the wake of the ECB's decision to leave its key benchmark rate unchanged 7:47AM Intel (INTC) 30.75: Trading floors talking about CEO Craig Barrett comments at Malaysian investment conference; Barrett apparently reiterating view that company will see a 2nd-half pick up, driven by back-to-school, holiday, and Windows XP sales. 7:18AM EMS Upgrades : Robertson Stephens upgrades electronics manufacturing services companies SANM and SCI to STRONG BUY from Buy... firm goes to Buy from Mkt Perform on BHE, MSV, TIMI... upgrades reflect firm's increased price targets and much lower valuations relative to peers... thinks the latter two companies could also become acquisition targets due to lower valuations and clear operating strengths.