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

To: Donald Wennerstrom who wrote (1904)	2/11/2002 9:11:02 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95958

8:30AM Analog Devices: Jan qtr may miss expectations (ADI) 38.87: Bear Stearns says that channel checks indicate that ADI's Jan qtr will likely come in below expectations. Firm believes that the qtr had weak bookings in Nov and Dec; ADI's core communications and industrial mkts were weak throughout most of 2001 and have continued to be weak in early 2002, as opposed to stronger mkts such as desktop computing, consumer, and wireless handsets where ADI has less exposure. Firm maintains Attractive rating and $46 price target, but lowers ests for Jan qtr, FY02, and FY03; believes current valuation is rich at 70x earnings. 8:11AM TranSwitch to make convertible debt purchases (TXCC) 8.93: Announces that it has commenced a "Modified Dutch Auction" tender offer for a portion of its convertible debt securities. Co will offer to purchase for cash, at prices determined by a auction procedure within the purchase price range of $650-$700 per $1,000 principal amount, TXCC's 4 1/2% Convertible Notes due 2005 up to a maximum aggregate principal amount of $200 mln, or approx. 64% of the outstanding principal amount of the Notes. Purchases will be made with available cash. 7:44AM National Semi & Micrel upped by CSFB : CSFB upgrades NSM and MCRL to BUY from Hold; firm believes that: 1) the analog/mixed-signal semi sector has reached a unit and rev bottom, 2) cycle is at the point where the mid-tier sector offers a compelling combo of rev growth and incremental margin expansion potential, 3) mkt is adequately discounting Q1 seasonal risks, and 4) stocks have reached attractive entry points based on past valuation metrics and expectations. NSM and MCRL price targets are $30 and $26, respectively. finance.yahoo.com