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To: Clint E. who wrote (33653)	8/20/2001 9:44:48 AM
From: Return to Sender	Read Replies (3) \| Respond to of 68391

8:57AM RF Micro Device (RFMD) 23.01: Announces that it is shipping power amplifiers to Ericsson (ERICY) for use in the Ericsson T39 and R520 series handsets. 8:38AM TriQuint Semi (TQNT) 20.46: SG Cowen says TQNT is its bottom line action idea; notes company has received a large number of new receiver design wins for CDMA handsets, also believes that investors are underestimating the growth potential of Sawtek, which Cowen believes will gain share in the RF SAW filter market. 8:26AM Veeco Instrmnts (VECO) 35.00: Tucker Anthony upgrades to BUY from Mkt Perform, citing a strong long-term story and attractive valuation; lowering 2002 to $1.80 from $2.25 to reflect dept of slowdown in technology and broad macro softness. finance.yahoo.com

To: Clint E. who wrote (33653)	8/20/2001 10:24:02 AM
From: Suresh	Read Replies (1) \| Respond to of 68391

Hi Clint, this is a fun report... (reposted from MXIM thread) 9:23AM Maxim Integrated (MXIM) 48.90: Merrill Lynch reiterates intermediate/long term BUY rating after company reports earnings and warns of lower than expected revenues; brokerage believes that Maxim management is being deliberately conservative; company is seeing its backlog stabilize as had been expected; cost control, especially with regard to Dallas Semiconductor, has been remarkable. Now ML is trying to defend it's position. I don't know the level to which analysts will stoop to justify their position. Later, Suresh