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

To: LemonHead who wrote (1411)	12/15/2001 10:13:32 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95383

I sold my JBL a while back Keith. I think TQNT could be cheaper on Wednesday so I may add as well. I would like to get back in JBL but not at these prices. Thanks, RtS

To: LemonHead who wrote (1411)	12/17/2001 9:09:12 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95383

7:51AM Micron Tech (MU) 30.25: Goldman Sachs believes that MU has seen the worst of the downturn, and expects improvement in the following areas: write down should be smaller than last qtr, inventories should be down (ex-writedowns), and the outlook is for slightly better ASPs and smaller losses next qtr. Firm sees current price level as attractive. 7:46AM Taiwan Semi (TSM) 18.42: Goldman Sachs positive on TSM; raises utilization assumptions for Q4 and Q1 and sees price target most appropriately set on peak earnings, rather than cycle-average. Firm believes co is now in a V-shaped recovery, with possible gains in utilization of up to 5-10% per qtr in 2002. Reiterates Recommended List rating. 7:41AM TriQuint Semi (TQNT) 15.45: Lehman cautious on TQNT before tomorrow's monthly update, as optical biz provides a drag to any growth wireless segment may be seeing; also, the company appears to be behind competition with its module strategy. Expects a neutral tone for the call. 7:31AM DRAM Price Increase : Traders citing Bloomberg say that Hynix has raised DRAM prices by 10-20%, its second increase this month; signals another incremental positive for DRAM makers such as MU. 7:17AM United Micro (UMC) 9.22: Traders citing Bloomberg say that AMD will place an order for processors with UMC; production should start in Q2 and monthly production will increase from an initial 5000 wafers. 7:00AM Conexant (CNXT) 15.86: -- Update -- Co expects DecQ revenues to rise approx. 10% on a sequential basis. The current consensus estimate indicates that Wall Street had expected DecQ rev to climb about 6%. CNXT says its revenue outlook has improved largely as a result of stronger-than-expected performance in its Wireless Communications Division, which is now forecast to grow approximately 35% sequentially. Rev from co's broadband access business are also somewhat stronger than anticipated. 6:53AM Conexant (CNXT) 15.86: Enters definitive agreement that will combine its wireless business with Alpha Industries (AHAA 21.20). Under terms of the agreement, CNXT holders would own approx. 67% of the combined company and AHAA holders approx. 33%. The combined company would be valued at roughly $3 bln. 6:27AM : FTSE +0.97%, DAX +2.25%:European stocks posting fairly impressive gains this morning. Semiconductor shares leading the way higher after two leading South Korean producers raised their contract prices. Media also faring well following Vivendi Universal's decision to buy the entertainment business of USA Networks. Better than expected Ifo survey of German business confidence also providing some support. 6:27AM : Nikkei -1.79%, Hang Seng unch%:Asian stocks mostly lower. Banking shares remained a major drag on Japan, while brokerage shares were also hit hard. While Japanese exporters offered some reprieve on the back of yen weakness, Korean exporters were hit by the competitive pressures from Japan. Taiwan shares backed off on concerns about overbought conditions, with United Microelectronics and Taiwan Semiconductor leading the way lower. finance.yahoo.com