Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gottfried who wrote (1815)	1/31/2002 9:05:20 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95632

8:20AM : Expectations for a positive open for the cash market remain intact as the S&P futures, +1.90, are 2.90 points above fair value while the Nasdaq 100 Pre-Market Indicator is up 12.50 points... Favorable developments contributing to bullish bias include gains in foreign markets, a Merrill Lynch upgrade of Intel (INTC 33.86), better than expected earnings and reassuring FY02 guidance from Procter & Gamble (PG 78.29), and Oracle's (ORCL 16.62) relatively positive analyst meeting last night 7:55AM Opening Indications : A modestly positive bias in the futures market as the S&P futures, +1.00, are 2.00 points above fair value while the Nasdaq 100 futures, +11.50, are 10.50 points above fair value... Merrill Lynch upgrade of Intel (INTC) and carryover interest from yesterday's late rally contributing to positive tone 7:46AM Infineon in talks with Hynix Semi, complicating MU talks (IFX) 20.94: Co disclosed that it is in talks with Hynix Semiconductor about a possible development and/or manufacturing alliance. These discussions could complicate Micron's (MU) effort to acquire Hynix. 7:20AM Intel upped at Merrill Lynch (INTC) 33.86: Merrill Lynch's Joe Osha upgrades to near-term STRONG BUY from Buy; believes that INTC will see stronger than expected mkt share gains, improving visibility, and margin expansion during the next several qtrs; pricing pressure in the enterprise computing biz will increasingly favor INTC; and launch of 0.13 micron Northwood puts INTC in the best competitive position since 1999. Raises FY02 est to $0.73 from $0.70 due to higher gross margins; price target is $42. finance.yahoo.com Thank you for all the work you do in sharing your charts. Anyone have a date for the next btb announcement? RtS

To: Gottfried who wrote (1815)	2/1/2002 9:08:13 AM
From: Return to Sender	Respond to of 95632

From Briefing.com: 8:59AM TTM Tech upped by JP Morgan (TTMI) 9.55: JP Morgan upgrades to LONG-TERM BUY from Mkt Perform; says it is lowering FY02 estimates after its earnings report, but believes quality of the franchise and bottoming fundamentals warrant an upgrade. 8:33AM ESS Tech prices secondary (ESST) 19.91: Co prices a 4.8 mln share secondary offering at $19.38 per share. ESS is selling 2.5 mln shares, with shareholders selling the other 2.3 mln. 7:58AM ChipPAC upped at CSFB (CHPC) 6.75: CSFB upgrades to BUY from Hold after the co reported an in-line qtr; expects co to outperform its peers due to: ongoing back-end consolidation, the continued outsourcing trend, blue-chip customer exposure, leadership position in the fast-growing China market, and its dominance as the major power semi packaging and test player. Raises 2002 rev/EPS ests to $360 mln/($0.45) from $346 mln/($0.62). Price target is $10. 7:43AM Photon Dynamics spot secondary of 2.5 mln shares prices at $40.14 (PHTN) 40.14: 7:37AM Micron Tech (MU) 33.75: -- Update -- ABN AMRO believes that the chances of a significant business combination between MU and Hynix are practically nil; says that MU is more interested in acquiring assets from Hynix at firesale prices rather than becoming involved in Hynix's day-to-day operations. 7:24AM Micron Tech upgraded to Outperform from Neutral by Morgan Stanley (MU) 33.75: 6:54AM Taiwan Semi prices ADS offering (TSM) 16.97: Co prices a 52 mln share offering of American Depository Shares at $16.75 per share. (Reuters) finance.yahoo.com