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

To: LemonHead who wrote (1329)	12/3/2001 9:06:43 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95378

7:34AM Niles on SIA : Lehman analyst Dan Niles comments on SIA data; says that 38% year/year decline in orders was worse than the Sep decline of 29%; while still better than the low in August, these data suggest that there is no V-shaped recovery in semis, and that like 1986 and 1991, buying stocks at the bottom for year/year declines in orders might not work. 7:18AM Intel (INTC) 32.66: Salomon Smith Barney one of the firm's previewing company's mid-qtr update scheduled for Thursday. Analyst Jon Joseph believes qtr is running at the high-end of, or perhaps slightly above, the $6.2-$6.8 bln range given on the Q3 call; sees mgnt raising guidance to $6.6-$6.8 bln range. 7:00AM Micron Tech (MU) 27.16: Co and Hynix Semiconductor announce they will engage in discussions regarding a possible strategic alliance or other transaction. In note out late Friday, Lehman analyst Dan Niles predicted that ability to gain control of Hynix would be a huge plus for Micron. finance.yahoo.com 6:51AM NVIDIA Corp (NVDA) 54.64: Company registered with the SEC to sell up to 20 mln shares, or approx. $1.09 bln worth of its common stock.