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

To: Cary Salsberg who wrote (6906)	11/14/2002 11:22:59 PM
From: Gottfried	Read Replies (1) \| Respond to of 95632

re "company specific" what garbage and I don't really care what else they wanted to say after that statement. G. [end]

To: Cary Salsberg who wrote (6906)	11/15/2002 8:26:52 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 95632

company-specific What utter nonsense. If these analysts continues to put out this drivel, they are going to be rendering themselves irrelevant much before I even thought they would. Give 'em a million dolloar bonus for that "insight"......and WS is afraid of spinning the "research" arm off? They SHOULD be after statements like that.

To: Cary Salsberg who wrote (6906)	11/15/2002 9:02:07 AM
From: Return to Sender	Respond to of 95632

They left NOT out. From Briefing.com: 7:27AM Kulicke & Soffa reports preliminary results (KLIC) 3.77: Reports preliminary Q4 revs of $122.2 mln vs previous reduced guidance of $105-$115 mln and Multex consensus of $107.49 mln. For Q1, co sees revs of $95-$105 mln (consensus $106.34 mln). 7:06AM Merrill Lynch changes ratings for semi group : Based on their Return on Operating Capital analysis and other factors, Merrill Lynch downgrades the following semi stocks to SELL from Neutral: INTC, ADI, AMCC, CNXT, PMCS, and VTSS; firm upgrades NVDA to BUY from Neutral and LLTC and MXIM to NEUTRAL from Sell. Firm says the risk/return profile for the semi sector is unappealing over the next 0-12 months. finance.yahoo.com^SOXX+ADI+ALTR+AMAT+AMCC+AMD+BRCM+INTC+KLAC+LLTC+LSCC+LSI+MOT+MU+MXIM+NSM+NVDA+NVLS+PMCS+TER+TXN+VTSS+XLNX+^VIX+^IXIC+^SPX+SMH&d=t But you knew that! <g> RtS