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

To: Return to Sender who wrote (10731)	7/29/2003 9:33:27 AM
From: Kirk ©	Read Replies (1) \| Respond to of 95456

Nice to see the assembly company get higher revenues: Amkor (AMKR) 17.60 +0.54: After the close, reported Q2 (Jun) loss of $0.12 per share, excluding a $0.19 charge for debt retirement, in line with the Reuters Research consensus of ($0.12); revenues rose 7.8% year/year to $378 mln vs the $377.5 mln consensus. Co. sees Q3 EPS in the range of a loss of $0.02 to a gain of $0.02, R.R. consensus is breakeven (0.00), and Q3 sequential revenue increase of 8-10% over Q2 revenues of $378 mln.

To: Return to Sender who wrote (10731)	12/4/2003 7:07:51 PM
From: Sam Citron	Read Replies (1) \| Respond to of 95456

2:41PM ICST upped to Buy from Hold at Legg Mason 26.70 --- Update -- Legg Mason upgrading Integrated Circuit (ICST) to Buy from Hold. With ICST suffering from speculation and seasonal uncertainty, the stock has declined to a point that firm believes has become highly attractive. At less than 25x firm's CY04 EPS estimate, ICST is trading about ten full points below the multiple of many of its peers, and at the absolute bottom of firm's semiconductor universe. Firm sets a price tgt of $35. www.briefing.com Anyone else long this stock?