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

To: Gottfried who wrote (9265)	4/3/2003 6:04:00 PM
From: Return to Sender	Respond to of 95730

EMS . . . Plexus won an award in recognition of Plexus' outstanding performance in 2002 in the categories of Competitiveness and Globalization. This announcement highlights a key relationship (General ElectricE was a 13% customer in December Quarter) and PLXS' strong competitive position in the medical space (29% of LTM revs). But, the outlook remains challenging with further restructuring likely, tough competitive landscape, and lackluster demand in key end-markets, like networking/datacom (36% of revenues), industrial/commercial (18%), etc. Network Equipment . . . Sanders Morris Harris' channel checks indicate that Ciena is on track to achieve at least the low-end of flat to slightly up revenue guidance. Semiconductor Equipment . . . First Albany says that checks indicate Taiwan Semi is going to use Lam Research's (+0.9%) Teres product for 300mm copper Chemical Mechanical Planerization. Applied Materials (-0.6%) currently dominates the CMP market. The firm sees this win at TSM as a slap in the face for AMAT (TSM is a lead customer for AMAT) and leads them to believe that the industry is looking for a second source to AMAT's CMP technology. The firm believes LRCX's Teres product has some technical limitations, this should bode well for Novellus's CMP offering, which has some inherent advantages over those of AMAT and LRCX. Semiconductors . . . JMP Securities upgraded Advanced Micro Devices to Strong Buy from Market Outperform based on: 1) an expected return to profitability faster than consensus forecasts, 2) positive news flow regarding potential design wins/support for its Opteron 64-bit server processor, and 3) expected market share gains in Flash memory; raises price target to $10 from $7. Boxmakers . . . Dell Computer reaffirmed its first quarter earnings and revenue estimates. Ashok Kumar at USB Piper Jaffray believes the stock could "break through" the high end of its recent $24 to $30 trading range later in the year following an improvement in the economic and geopolitical climate. Dell’s performance suggests superb execution in a difficult environment. Tracking in line w/ $9.5 billion revenue and $0.23 EPS guidance. Linearity has remained normal. The company is seeing double digit Year/Year revenue growth in all key regions and market segments. Pricing is stable, component costs declining at a lower rate than normal. The expanded Oracle alliance will leverage 9i RAC w/ DELL platforms on Linux and Windows. Dell will launch Itanium products later this year w/ both Linux and Windows. DELL’s Itanium moves validate Hewlett Packard’s early lead here. HPQ to intro Itanium-based product late summer/early fall. 2020insight.com Good find on that triple top breakout Gottfried for the NDX. I had not seen that! RtS

To: Gottfried who wrote (9265)	4/3/2003 7:41:44 PM
From: Gottfried	Respond to of 95730

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