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

To: Gottfried who wrote (1378)	12/7/2001 9:54:29 AM
From: Return to Sender	Respond to of 95406

8:55AM Sanmina (SANM) 24.33: Banc of America says that estimates could be conservative for the merged Sanmina-SCI; firm believes company is negotiating deals that could add up to $3.0-5.0 bln, and a rebound in communications technology or highly-leveraged business segments such as printed circuit boards/backplanes could have a material impact on earnings. Raises target price to $35 from $25. 7:42AM Advanced Micro (AMD) 16.25: Robertson Stephens raising estimates following last night's positive preannouncement. Firm increases FY01 rev est to $3.78 bln from $3.71 bln and loss est to ($0.08) from ($0.12). FY02 goes to $3.44 bln from $3.15 bln and to a loss of ($0.31) from ($0.45). Raises price target to $20 from $16. finance.yahoo.com