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

To: Return to Sender who wrote (2151)	3/1/2002 9:10:14 PM
From: Cary Salsberg	Read Replies (3) \| Respond to of 95931

RE: "Silicon Labs: could be one of "greatest growth storiesof all time" in semi group (SLAB) 26.02: Morgan Stanley says that they "are more convinced then ever that SLAB will be viewed as one of the greatest growth stories of all time in the semi industry during the next several years." Believes SLAB has the potential to increase revenue by a factor of 10 during the next 5 years due to the co's strong mgmt team, technology leadership, and explosive growth opportunities in numerous wireless, wireline, and optical mkt segments; says $50 price target should have meaningful upside over time." I will add SLAB to my prospect list, immediately! Any non-analyst have an opinion?

To: Return to Sender who wrote (2151)	3/2/2002 9:18:47 PM
From: Return to Sender	Read Replies (2) \| Respond to of 95931

Couple of notes I missed from Briefing.com: 3:35PM Texas Instruments (TXN) 31.38 +2.03: -- Before Open -- Morgan Stanley out positive on TXN: firm believes TXN's fundamentals are improving, and that co. is on track to meet or slightly exceed their Q1 revenue and EPS est. of $1.8 bln and breakeven respectively. Believes that double-digit q/q order growth is materializing, and that TXN may be able to record a book/bill that is at or slightly above 1.0. Morgan Stanley reiterates their Strong Buy rating and $45 price target; firm expects a recovery in earnings power and the potential for upside surprises to drive the stock higher as the year unfolds. 3:26PM Novellus (NVLS) 47.79 +5.20: -- Before Open -- NVLS held its mid-qtr conf call last night and raised revenue and shipment guidance to $150-160 mln and $134 mln, from $150 mln and $130 mln respectively; firms are upbeat following call. Bear Stearns continues to believe NVLS is winning additional mkt share and maintains their Buy rating. Robertson Stephen upgrades NVLS to BUY from Mkt Perform (see In-Play for coverage). CSFB is more cautious and maintains their Hold rating; firm expresses concerns over a growing dependency on DRAM spending (which they believe is prey to a volatile spot market); rates stock as "still rich" given current quality of earnings visibility and leverage in sector. 2:12PM Cisco Systems (CSCO) 14.89 +0.62: -- Before Open -- JP Morgan is somewhat cautious, checks indicate first month of qtr is tracking roughly in-line with their expectation for Q3 to be in-line or possibly down compared to Q2 results. Firm emphasizes a recovery in enterprise spending will be more prolonged/tempered than they had previously anticipated, now expects prospects for growth in Q3 and Q4 to be less encouraging. Continues to be concerned about exposure to low-end (e.g. Layer 2) segment of enterprise market (a significant growth driver last qtr); firm is not certain trend is sustainable. finance.yahoo.com