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

To: Kirk © who wrote (1085)	8/25/2001 3:43:56 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95587

Agreed Don

To: Kirk © who wrote (1085)	8/27/2001 9:35:07 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95587

8:44AM Applied Materials (AMAT) 46.89: Banc of America Securities note just mentioned on CNBC was actually issued late Friday (see Friday's 15:31 In Play comment); gist of note is that AMAT won a contract with TXN, which has been an account that has been owned by NVLS in the past; didn't see much reaction in AMAT or NVLS late Friday. 8:36AM Teradyne (TER) 35.05: Hearing from sources that SoundView upgrades to STRONG BUY from Buy with a $55 price target; believes orders have bottomed at the semi test operations and business has stabilized at non-semi test operations. 8:08AM Flextronics (FLEX) 24.20: SG Cowen upgrades to STRONG BUY from Buy; says low cost, full service EMS solution has placed FLEX in an enviable competitive position. finance.yahoo.com