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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: xcr600 who wrote (12629)	12/12/2001 1:47:12 PM
From: TARADO96	Respond to of 99280

13:32 ET Prudential on Semi Equipment : Prudential positive on semi equipment group; channel checks indicate that TSM is upgrading its Fab 4 to 0.18/0.15/0.13 micron (currently 0.25 micron), and that orders of $350-$500 mln could be seen in Dec/Jan. Also, the construction freeze at Fab 14 has been lifted, which could indicate a nascent trend of upward revisions in TSM's 2002 capex plans. Firm sees primary beneficiaries as AMAT, KLAC, NVLS, LRCX, RTEC. --------- Here comes the pump for PRU's IPO. I thought it would go today, my mistake, tomorrow.