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

To: Crossy who wrote (2200)	3/6/2002 8:47:15 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95936

From Briefing.com: 7:57AM Cree upgraded by Brean Murray (CREE) 17.53: Brean Murray upgrades to BUY from Hold with a $32 target; says prior downgrade was based on low visibility in end markets, but that this visibility is now improving; sees a flat Mar qtr in line with guidance, but with a better Jun qtr. 7:38AM Cypress Semi estimates raised by Merrill Lynch (CY) 23.93: Merrill Lynch says that channel checks indicate CY's Q1 is tracking ahead of expectations due to strength in wireline (driven by orders from CSCO, LU, and NT) and computing end mkts; believes co has booked over $63 mln of the $84 mln in turns needed for Q1, but Q2 visibility remains low. Increases FY02 rev/EPS ests to $830 mln/($0.27) from $760 mln/($0.46) and FY03 ests to $1.03 bln/$0.55 from $950 mln/$0.35. Maintains Buy rating. 7:37AM NVIDIA target lowered by Prudential (NVDA) 58.91: Prudential lowers its price target on issue to $75 from $90. Says all major product areas continue to do well perhaps with the exception of co's nForce chipset, which firm believes is seeing slower adoption than expected. Given the reduced upside from nForce this yr and SEC review issue (which firm views as minor), Pru believes it is prudent to revise the price target. 7:00AM Intel seen raising outlook tomorrow (INTC) 32.70: Merrill Lynch expects co to revise its earlier target of $6.4-$7.0 bln to the upper-half of the range when Intel issues its mid-qtr update tomorrow. Specifically, sees co guiding to between $6.7 and $7.0 bln (consensus $6.77 bln). All indicators pt towards performance from co's microprocessor biz during Jan/Feb that has been seasonally normal. finance.yahoo.com RtS