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

To: Cary Salsberg who wrote (4086)	7/16/2002 9:59:07 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95420

The stocks seem to move very much in tandem. I think they have been hammered pretty badly lately when neither company issued anything similar to a warning. If they returned to previous highs from here investors would see a near 400% return. Anyway, ALTR introduced a new product line recently. Have you spoken with anyone about it: Jun 25 2002 - 9:16 AM In Play Altera upgraded at Needham (ALTR) 14.45: Needham upgrades to STRONG BUY from Buy; in addition to a more attractive valuation, firm believes that the introduction of the Stratix device family holds positive significance, and that the cyclical and secular trends embedded in the PLD sector in general and ALTR specifically should offer on-going earnings benefits over the next several years. Raises price target to $21 from $20. Thanks, RtS