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

To: Alastair McIntosh who wrote (8418)	2/4/2003 9:33:08 AM
From: Return to Sender	Read Replies (2) \| Respond to of 95761

From Briefing.com: 8:53AM S&P futures vs fair value: -9.1. Nasdaq futures vs fair value: -16.0. : Equity market set to open on a negative note as the futures trade ticks lower... Concerns surrounding Powell's "presentation of evidence" to the UN Security Council tomorrow have weighed heavily on the European bourses, sent gold to its highest levels since 1996, pushed the dollar lower against the euro and yen, and limited buying interest in the futures market. 8:28AM S&P futures vs fair value: -8.3. Nasdaq futures vs fair value: -12.5. : Stage remains set for a weaker start for the cash market as traders have been discouraged by the dollar's descent towards a three-year low against the euro, sizable weakness in the European bourses (DAX -2.9%), and looming war talk. 8:28AM Juniper Networks may get LU agreement: Light Reading (JNPR) 8.91: Optical networking site Light Reading reported late yesterday that Lucent (LU) may be considering a reseller agreement with Juniper in which LU will resell JNPR's core IP routing gear; any such deal would be seen in part as a strategy to prevent Cisco (CSCO) from gaining greater access to the RBOC market. 8:28AM Telecom equipment lower amid Alcatel guidance : Among the stocks under pressure are ERICY -8%, TLAB -5% (also hit by CFO resignation), ALA -3%, JDSU -3%, CIEN -2.4%. 8:04AM Gold stocks indicated higher as commodity moves to 7-yr highs : 7:38AM Tellabs: CSFB comments on CFO resignation (TLAB) 7.80: After the close, TLAB announced the resignation of its CFO to join privately held SIRVA Inc. At the margin, CSFB views this as a negative given the high executive turnover co has experienced over the last 12 months. CSFB maintains its Neutral rating and $6 target. 7:25AM Amkor started at Lehman with Overweight and $7 target (AMKR) 4.63: At 0.5x Price/TTM sales, firm thinks co's positive leverage from stable materials costs, increasing unit loadings, and pipeline of IDM business is underestimated, and firm would be buyers at these levels. 6:54AM Alcatel falls 7% in Europe after predicting a 25-30% sales dip in Q1 (ALA) 7.00: finance.yahoo.com^SOXX+ALA+ALTR+AMAT+AMD+AMKR+BRCM+ERICY+INTC+JNPR++KLAC+LLTC+LSCC+LSI+LU+MOT+MU+MXIM+NSM+NVLS+TER+TLAB+TXN+XLNX+^IXIC+^NDX+^SPX+^VIX+^VXN+SMH&d=t finance.yahoo.com