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

To: Gottfried who wrote (8946)	3/12/2003 9:47:39 AM
From: Return to Sender	Read Replies (2) \| Respond to of 95617

From Briefing.com: 8:29AM Axcelis Tech gets another order from China's SMIC (ACLS) 4.34: 7:44AM Broadcom upgraded at Solly (BRCM) 14.09: Salomon Smith Barney upgrades to In-line from Underperform based on their expectation that the news flow for the co is gradually shifting from negative to positive; says co is making significant progress in diversifying its rev mix, which is mitigating their concerns about its exposure to the cable mkt; raises 2003 est to $0.19 from $0.16 and 2004 to $0.41 from $0.37, both slightly below consensus. Target is $15. 7:38AM Altera raises Q1 guidance (ALTR) 11.66: CSFB notes that ALTR raised its Q1 rev guidance to a +4% QoQ growth from its previous guidance of flat to up/down 2%; firm raises Q1 rev/EPS ests to $187.9 mln/$0.08 from $180.6 mln/$0.07, but says the stock is fully valued. Target is $12. finance.yahoo.com^SOXX+ALTR+AMAT+AMD+BRCM+INTC+KLAC+LLTC+LSCC+LSI+MOT+MU+MXIM+NSM+NVLS+TER+TXN+XLNX+^IXIC+^NDX+^SPX+^VIX+^VXN+^STI.N+SMH&d=t RtS