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Technology Stocks : Earnings: Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (100)	12/13/2001 3:14:32 AM
From: 2MAR$	Read Replies (2) \| Respond to of 266

Prudential on Semi Equipment (for sure Pru) : 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.