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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (37009)	5/14/2002 3:36:46 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 69366

Cabot Micro (CCMP) 51.90 +4.86: Encouraging comments from CIBC Wrld Mkts have aided CCMP's 10%+ advance today. Firm initiated coverage with a Strong Buy rating and price target of $85, noting that this dominant supplier of chemical mechanical planarization slurry abrasive materials holds market-share of over 80%. Firm says that, following sustained profitability and 50%+ gross margins through the recent downturn, qtr/qtr leverage in earnings should re-accelerate into 2H02, driven by recovering wafer-starts and the migration to copper volume production at leading IC manufacturers; with '03 and '04 slated to mark mainstream copper adoption, and design wins likely to dominate given process know how and R&D critical mass.