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

To: Donald Wennerstrom who wrote (1729)	1/23/2002 9:06:18 AM
From: Return to Sender	Respond to of 95640

From Briefing.com: 6:58AM JP Morgan on Semi Equipment : -- Update -- JP Morgan upgrades a number of semi equipment stocks, saying the worst is over for the group; firm believes that a bottom in equipment orders has been reached and is reflecting positive inflection point; valuations are also more reasonable after the pullback due to recent capex cut announcements from TSM, INTC, and Samsung. Upgrades NVLS, AMAT, KLAC, TER, and VSEA to Long-Term BUY from Mkt Perform. 8:50AM : The pre-market indicators are holding on to a firmly bullish bias with the tech sector outperforming this morning. Currently the S&P 500 futures are 5.7 points above fair value and the Nasdaq 100 futures are 14 points above fair value. Positive guidance for stocks such as NVLS and EMLX last night and SAP this morning along with the semi equipment upgrade by JP Morgan (firm also upgraded MOT) have underpinned. Not all the new has been positive as ISSX as faltered on deferred revenue concerns with AMCC pressured after lowering sales guidance for the March qtr and providing disappointing commentary on its path to profitability. 7:13AM Motorola (MOT) 13.53: JP Morgan upgrades to Long-Term BUY from Mkt Perform, saying the co has turned the corner with both restructuring of the handset division and new phone models currently released. Co reported in-line Dec revs and EPS last night, and modest ASP declines and higher gross margins enable handset operating margins to approach highest levels since 1999. 7:22AM Dupont Photomask (DPMI) 44.62: Posts Q2 pro forma net of $0.00 a share, in line with consensus. On a net income basis, co earned $0.02. Rev declined 19% to $86.6 mln, slightly exceeding the $86 mln consensus. Co sees Q3 net between a loss of $0.25 and breakeven on rev of $77-$87 mln (consensus $0.01 and $83 mln). 7:40AM Agere Systems (AGR.A) 5.13: Reports Q1 (Dec) loss of $0.17 per share, $0.05 better than consensus; rev fell 60.6% to $537.0 mln vs the $538.7 mln consensus. For Q2, co sees net loss and rev at about the same level as Q2 (consensus -$0.18 and $544 mln). Yahoo Stock Quotes and News finance.yahoo.com SOX StockCharts.com Chart from Kirk stockcharts.com[h,a]dhclyymy[d20000601,20021231][pc20,50!d20,2!f][pc20!c50!i!d20,2!b100!b200!f][vc60][iut!Uo14!La12,26,9!Lh14,3!Lc20] RtS