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

To: robert b furman who wrote (8389)	2/3/2003 8:47:05 AM
From: MrGreenJeans	Read Replies (1) \| Respond to of 95761

Robert Excellent point. Put another way a fall in the dollar makes our exports cheaper to those that purchase them overseas which increases the GDP. In turn, domestic manufacturing and employment increase as the demand from overseas increases.

To: robert b furman who wrote (8389)	2/3/2003 9:03:21 AM
From: Return to Sender	Read Replies (3) \| Respond to of 95761

From Briefing.com: 8:24AM Conexant's set-top box selected by Samsung Electronics (CNXT) 1.21: Announces that its digital satellite set-top box semiconductor solution has been chosen by Samsung Electronics for deployment in Korea Digital Satellite Broadcasting's SkyLife satellite television network. 8:06AM Microchip upped to Outperform from Neutral at Soundview (MCHP) 22.09: Soundview upgades to Outperform from Neutral following checks indicating more encouraging outlook for pricing and mix; thinks these improvements, coupled with a reduction in Street estimates and valuation near the lower end of its trading range, make stock attractive at present levels. 7:40AM RF Micro Device upgraded at Lehman (RFMD) 5.62: Lehman upgrades to Equal-Weight from Underweight, saying concerns over a potential inventory build heading into 1H03 are overblown and the stock price already discounts this scenario; also, recent comments from mgmt provides additional confidence that while the handset industry is growing, RFMD possesses the ability to grow faster as they continue to marginalize other players in the RFIC industry and attack the faster growing ODM mkt; price target is $11. 7:14AM Advanced Micro delays release of Hammer PC chip (AMD) 5.24: Co announced late Friday that it will delay the introduction of its "Hammer" chip for PCs until Sept, although the Opteron version for servers and technical workstations will be introduced on April 22; the chip was originally slated to be released for PCs by the end of 2002 or 1H03 finance.yahoo.com^SOXX+ALTR+AMAT+AMD+BRCM+CNXT+INTC+KLAC+LLTC+LSCC+LSI+MCHP+MOT+MU+MXIM+NSM+NVLS+RFMD+TER+TXN+XLNX+^IXIC+^NDX+^VIX+^VXN+^SPX+^STI.N+SMH&d=t