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

To: advocatedevil who wrote (8249)	1/28/2003 8:57:57 AM
From: Return to Sender	Read Replies (1) \| Respond to of 96010

From Briefing.com: VTSS Vitesse Semi upgraded at Pacific Growth (2.08) -- Update -- Pacific Growth upgrades to Equal-Weight from Underweight; firm believes the worst is behind the co, as the diversification of its rev base away from the long-haul telecom mkt to the storage, metro, and enterprise mkts have enabled the co to stem its rev decline and should return it to growth in 2003. TSM Taiwan Semi capex guidance negative for semi equipment group - TWP (7.49) -- Update -- Thomas Weisel says that TSM's 2003 capex guidance of $1.0-$1.5 bln is clearly a negative data point for the semi equipment industry (firm's est was $1.35-$1.60 bln). 7:15AM Powerwave estimates cut after earnings (PWAV) 4.38: UBS Warburg reduces its 2003 est to a loss of ($0.11) from $0.14 and rev forecast to $333 mln from $385 mln. Firm also lowers price target to $4.50 from $5.00. 7:13AM Ciena upped to Neutral from Reduce at UBS; target $5.85 (CIEN) 5.85: finance.yahoo.com^SOXX+ALTR+AMAT+AMD+BRCM+CIEN+INTC+KLAC+LLTC+LSCC+LSI+MOT+MU+MXIM+NSM+NVLS+PWAV+TER+TSM+TXN+VTSS+XLNX+^IXIC+^NDX+^SPX+^VIX+^VXN+^STI.N+SMH&d=t RtS