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To: The Ox who wrote (1556)	1/8/2002 1:12:49 PM
From: The Ox	Respond to of 95616

Veeco, Photronics partner in R&D for advanced photomask tools, processes Semiconductor Business News (01/07/02 21:23 p.m. EST) WOODBURY, N.Y.--Veeco Instruments Inc. and Photronics Inc. today announced a strategic partnership to accelerate development of advanced manufacturing technologies for enhanced photolithography reticles and next-generation photomasks. In the initial phase of the partnership Photronics will purchase an ion bean deposition (IBD) low-defect density (LDD) system from Veeco for deposition of critical films. Veeco said its Nexus system has the ability to deposit thin films at extremely low particulate levels for production of photomasks utilizing chemically amplified resist and other advanced resist platforms. The two companies said they have also agreed to share technology roadmaps. Veeco on Long Island, N.Y, said it plans to develop additional process equipment and metrology solutions for Photronics' Sub-Wavelength Reticle Solutions platform. "As semiconductor device feature sizes shrink below the exposure wavelength of the lithography tools used to pattern them, demand for advanced reticle technologies will continue to accelerate," said Constantine "Deno" Macricostas, chairman and chief executive officer of Photronics in Jupiter, Fla. He said investments in IBD-LDD technology will help to differentiate Photronics development of new sub-wavelength photomask processes. The two companies did not release details about the purchase of the Nexus tool or financial arrangements in the development partnership.

To: The Ox who wrote (1556)	1/8/2002 5:26:13 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95616

From Briefing.com: 4:44PM Intel (INTC) 34.57 -0.70 (-2.0%): -- Update -- SG Cowen after the close raises FY01 ests to $0.51 from $0.48 and FY02 to $0.64 from $0.58; sees upside mostly in Q4 and Q1. Firm attributes the est hikes to seasonal strength spurred by aggressive P4 pricing, but refers to stock as "strangely overpriced" at 55x 2002 earnings. 2:08PM ChipPAC (CHPC) 8.61 +0.01 (+0.1%): Company updates guidance; says it sees Q4 revenues of about $76.6 mln versus the current consensus estimate of $76.1 mln; expects to post Q4 net loss of $0.22 per share versus the current consensus estimate for a net loss of $0.23 per share; small test and packager company is viewed by some as a good barometer for PCs. 12:17AM Intel (INTC) 35.53 +0.26 (+0.7%): -- Technical -- Has held in relatively well through the swings in the Nasdaq. Currently trading in a tight intraday trading range with downside support at 35.50 and upside resistance at 35.75. It's currently on the upswing from support at 35.50. If it should break outside that range, look for additional support just over 35.00 and subsequent overhead in the range of 36.00/36.20. 11:40AM Sanmina-SCI (SANM) 23.21 +1.12 (+5.1%): CSFB reiterates its Strong Buy rating in reaction to news out this morning of a 3-yr, $5 bln supply agreement with IBM. As part of the deal, SANM will acquire certain assets including IBM's NetVista desktop operations in the U.S. Although the purchase price was not provided, mgmt expects total cash outlay of less than $200 mln. CSFB sees deal accretive to CY02 earnings by $0.04 to $0.05. 10:01AM Altera (ALTR) 25.39 +1.49 (+6.2%): -- Technical -- Stock leading this morning's turnaround in the semiconductor sector (issued current quarter revenue guidance in line with consensus last night). Now eyeing resistance at the Jan high of 25.62. If penetrated, short term secondary resistances are at 25.90 and 26.14. The Dec recovery high is at 27.59. Posture will remain favorable short term while support at 24.85/24.64 remains intact. 9:26AM NVIDIA Corp (NVDA) 67.75: Announces that with Apple's introduction of the new iMac with GeForce2 MX, NVIDIA graphics are now standard across all Macintosh desktop platforms. "In one short year NVIDIA has become the top-to-bottom provider of GPUs for the Macintosh desktop platform." 9:16AM IBM (IBM) 124.05: -- Update -- Sources telling us that Soundview is positive on IBM, as checks suggest that qtr met expectations; mainframes, Unix services, storage, and software were strong, while microelectronics, hard disk drives, and PCs remain weak; firm believes that much of IBM's success continues to come from share gains. Strength in dollar over yen will create some rev pressures in Q1, and firm expects the co will comment that Q1 rev ests are on the high side. Maintains Strong Buy rating and $140 price target 8:56AM Cirrus Logic (CRUS) 14.01: Announces that Motorola Broadband has named the company a wireless technology provider for its new EVr-8401 Enhanced TV Viewer finance.yahoo.com^SOXX&d=t