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: Donald Wennerstrom who wrote (2185)	3/5/2002 9:22:58 AM
From: Return to Sender	Respond to of 95936

From Briefing.com: 08:46 ET Opening Indications The futures have weakened a bit over last 20 minutes despite an Intel upgrade. ISM Services Report due at 10 ET....S&P 500 futures are trading 4.7 pts below fair value while Nas 100 futures are 7.4 pts below fair value. Nas 100 PMI -4. 07:46 ET SIA data: January semi sales - The Semiconductor Industry Association reported last night that worldwide semi sales in Jan decreased 1.7% sequentially from Dec; on a year-over-year basis, sales were down 39.8%. Banc of America notes that DRAM and PLD sales were up 24.2% and 21.3% respectively from Dec, and were the best performing groups; standard cell ASIC and gate array sales registered the largest sequential decline (4.9%); microcontroller sales were also weak, and declined 4.7% sequentially. 7:39AM Texas Instruments reaffirms guidance (TXN) 33.99: Co reiterated its Q1 outlook last night and said semi orders it received in the first two months of the quarter were strong compared with Q4, and that it still expects to post revs about even with Q4 and breakeven pro forma EPS in Q1 (in line with consensus). The co also said that if the strength in orders continued, semi rev should grow sequentially in Q2. 7:32AM Solly raises Dow target : Salomon Smith Barney raises their Dow Jones Industrial Avg target to 11,400 from 10,800. 7:12AM Intel upgraded by Morgan Stanley (INTC) 31.85: Morgan Stanley analyst Mark Edelstone upgrades to STRONG BUY from Outperform. finance.yahoo.com

To: Donald Wennerstrom who wrote (2185)	3/8/2002 7:43:53 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95936

Obviously, a very, very strong week. All 29 stocks in the group were up. The group was up 12 percent, the SOX up 12 percent and the NASDAQ up 7 percent. 3/1/02 3/8/02 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G MTSN 6.05 7.60 26 -0.76 23 UTEK 16.43 20.15 23 0.72 28 25 1.12 NANO 16.00 19.47 22 0.40 49 WFR 3.98 4.80 21 -1.90 20 COHU 24.67 29.34 19 0.92 32 18 1.77 LRCX 24.29 28.88 19 0.29 100 25 3.98 SFAM 3.02 3.53 17 -0.55 18 CMOS 17.94 20.91 17 -0.17 20 LTXX 23.72 27.28 15 -0.13 20 EGLS 15.98 18.35 15 -1.16 17 PHTN 45.56 52.16 14 1.25 42 25 1.67 ATMI 28.00 32.00 14 0.82 39 20 1.92 CYMI 40.09 45.74 14 1.15 40 25 1.59 VECO 27.75 31.65 14 0.98 32 24 1.36 DPMI 47.23 52.89 12 1.46 36 21 1.73 AMAT* 47.98 53.53 12 1.32 41 23 1.80 HELX 20.34 22.65 11 0.52 44 25 1.74 NVLS* 48.56 53.97 11 1.21 45 25 1.78 FSII 9.78 10.80 10 0.15 72 23 3.20 SMTL 10.41 11.47 10 0.16 72 21 3.45 KLIC 19.36 21.06 9 0.40 53 20 2.63 KLAC* 64.22 69.47 8 1.30 53 25 2.14 PLAB 31.77 34.34 8 1.41 24 23 1.06 ASML 22.65 24.44 8 0.69 35 35 1.01 PRIA 24.50 26.30 7 0.41 64 25 2.57 BRKS 47.75 50.86 7 0.74 69 23 3.01 ASYT 17.68 18.49 5 -0.66 25 TER* 37.55 39.20 4 0.31 126 20 6.32 TGAL 1.32 1.36 3 TOTALS 744.58 832.69 12 11.28 74 SOX-X 567.27 637.94 12 COMPQX1802.74 1929.67 7 * STOCKS INCLUDED IN SOX INDEX