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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Chris who wrote (28796)1/30/2002 9:41:16 AM
From: Chris  Respond to of 52237
 
08:57 ET Thomas Weisel ups semi sectors : Thomas Weisel increases their sector weightings on both Foundry and Semi Assembly & Test Services to OVERWEIGHT from Mkt Weight; growth should be driven by: 1) migration to higher-technology fabrication and packaging solutions, 2) substantial underinvestment by IDMs, and 3) meaningful outsourcing. Favorite ideas are TSM, AMKR, CHPC, and UMC (see 7:07 comment).