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To: Venkie who wrote (9262)10/1/2002 4:20:55 PM
From: Lizzie Tudor  Respond to of 13815
 
I love you Mikey!!!!



To: Venkie who wrote (9262)10/3/2002 11:33:37 AM
From: stockman_scott  Read Replies (1) | Respond to of 13815
 
:07AM Synopsys reaffirms guidance, sees 10-20% semi growth in 2003 (SNPS) 34.60: We are hearing from a source at SNPS's analyst meeting that the co reaffirmed guidance and expects semi growth in 2003 will be 10-20%; SNPS says its forecasts are predicated on R&D spending, which is not going down even in the current semi environment, and maintains that the growing complexity of chip design is a big positive for the co.



To: Venkie who wrote (9262)10/8/2002 1:48:08 PM
From: stockman_scott  Read Replies (1) | Respond to of 13815
 
Broadcom (BRCM) 9.79 +0.09: Legg Mason is transferring coverage and upgrading to BUY from Hold rating with price target of $19, believing BRCM is a premier company in the communications semiconductor industry, providing investors unique exposure to a mix of growing end markets and solid management execution; co. has continually demonstrated its ability to identify emerging opportunities and then effectively direct its assets to capitalize on that potential; also BRCM is likely to be a key beneficiary of the equipments industry increased usage of outsourced manufacturing.



To: Venkie who wrote (9262)10/9/2002 1:55:49 PM
From: stockman_scott  Read Replies (2) | Respond to of 13815
 
BRCM, SEBL, CSCO, BRCD all up over 7%