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

To: StanX Long who wrote (2474)	3/28/2002 9:01:46 AM
From: Return to Sender	Respond to of 95632

From Briefing.com: 08:44ET AMAT Applied Materials seen as TSM beneficiary (51.97) Hearing from sources that SoundView sees AMAT as having particularly high leverage to TSM and should therefore benefit from the increased capex guidance (see 8:39 comment); AMAT is trading up 1 pt pre-market and the news is lifting other semi equipment names as well; NVLS +0.90, KLAC +0.90. 08:39ET SLR Solectron and Lucent enter optical supply pact (7.00) Enters agreement to purchase optical manufacturing equipment and inventory at Lucent's (LU) N. Andover plant. Lucent also signed a 3-yr supply agreement for optical line systems with Solectron, making Solectron the primary manufacturer for Lucent's advanced optical systems. Deal has a potential value of $2 bln. 08:39 ET TSM Taiwan Semi ups capex to $2.6B from $1.65B (19.84) Taiwan Semi officially increased its 2002 capital spending plan to $2.5-2.6 bln from $2.2 bln in 2001 and previous guidance of $1.6-1.7 bln. That TSM increased capex guidance is no surprise; Merrill upgraded the stock yesterday prior to this increase and Bear Stearns had speculated almost two weeks ago that both TSM and UMC would up capex plans. The magnitude of the increase was a bit better than expected, however, as Bear had expected the increases to lift its Asia ex-Japan capex estimate to +9% for 2002, but has now gone to +14% on the TSM news, according to the firm's Ripple Effect. 7:23AM Veeco Instruments upped to Strong Buy at Merrill (VECO) 30.50: Merrill Lynch upgrades to near-term STRONG BUY from Buy based on improving fundamentals and attractive valuation. While firm maintaining current estimates, believes they will prove conservative once VECO reports MarQ results. Firm has a price target of $45. 06:58ET AHAA Alpha Ind reduces Q4 outlook (17.15) Warns of a Q4 loss in the $0.11-$0.13 range, compared to the consensus loss estimate of $0.04. AHAA puts sales at approx. $28 mln (consensus $33 mln). "As a result of wireless infrastructure weakness coupled with order push-outs from a key handset OEM, we are revising our expectations for the quarter." Co will host a conference call today at 9ET; 913-981-5591; webcast at www.alphaind.com. finance.yahoo.com^SOXX+^IXIC&d=t Cool chart. I would not be certain that orders will fall the next few months since they really have not picked up that much just yet. The deal with LU could be just what you needed to turn SLR around! RtS

To: StanX Long who wrote (2474)	3/28/2002 11:15:41 AM
From: Gottfried	Read Replies (1) \| Respond to of 95632

Stan, thanks for the btb stack. The ma of Jan through March is the highest , so we might get a btb jump when March data is reported. ST trading: placed limit order to sell Apr $50 AMAT calls for $5.00 Gottfried