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

To: Cary Salsberg who wrote (6739)	11/6/2002 10:25:48 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95587

From Briefing.com: 9:45AM China to disallow cellphone/video camera: CSFB : CSFB's Asian Tech Daily note says that China will disallow distribution of cell phones with built-in video cameras because it is considered spy equipment; CSFB says this could hurt MOT and NOK, and delay the recovery of the handset industry. The source of this news is not clear, nor is it clear if this would affect phones with built-in cameras of any kind (or just video). Reuters reported yesterday that 9.5 mln camera phones were sold in the first nine months of 2002, with Japanese makers such as Sharp, NEC, and Panasonic dominating the market; NOK and ERICY lagged far behind the leaders. 8:49AM IBM files to sell 19.3 mln shares (IBM) 81.68 7:49AM Telecom leaders to support modest royalty rates for W-CDMA : Industry leaders NTT DoCoMo, Ericsson, Nokia and Siemens today reached a mutual understanding to introduce licensing arrangements whereby essential patents for W-CDMA are licensed at rates that are proportional to the number of essential patents owned by each company. The intention is to set a benchmark for all patent holders of the W-CDMA technology to achieve fair and reasonable royalty rates. 7:43AM Conexant upgraded at Goldman Sachs (CNXT) 1.79: Goldman Sachs upgrades to IN-LINE from Underperform, saying SWKS's convertible deal and payback plan significantly improves CNXT's balance sheet and eliminates an overhang on the stock; also, firm has increased confidence in current qtr assumptions as recent datapoints in the PC components chain have been modestly more constructive; says stock could trade to mid-$2 range. 7:36AM Marvell cut to Neutral at Merrill Lynch on valuation (MRVL) 19.25: 7:13AM Brocade downgraded at Bear Stearns, Deutsche (BRCD) 7.41: Bear Stearns downgrades to PEER PERFORM from Outperform based on concerns about potential for intensifying competition in the SAN switch mkt, the potential for margin erosion from heightened competition, and lack of valuation catalysts; cuts FY03 rev/EPS ests. Separately, Deutsche Bank downgrades to HOLD from Buy and cuts price target to $8 from $12, citing valuation, a tough outlook, and the dilutive impact from the Rhapsody acquisition; cuts FY03 est. finance.yahoo.com^SOXX+ALTR+AMAT+AMD+BRCD+BRCM+CNXT+IBM+INTC+KLAC+LLTC+LSCC+LSI+MOT+MRVL+MU+MXIM+NOK+NSM+NVLS+SWKS+TER+TXN+XLNX&d=t Sarmad, my comments will remain at the bottom of these posts if I have any. Even if Briefing.com is wrong in their commentary more than 50% of the time I believe they are worth reading. Certainly more so than my own commentary. Also I think that any viewpoint whether it is bullish or bearish should be heard if it can be supported with some data to back it up. By that I mean lets not let the thread ever degenerate to the extent that we simply put forth opinions that are only based on the hope that we might be right to be either bullish or bearish. Thanks everyone for weighing in! RtS