Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gottfried who wrote (10781)	8/1/2003 9:06:19 PM
From: Return to Sender	Read Replies (2) \| Respond to of 95456

Semiconductor Equipment . . . JP Morgan added Brooks Automation, ASML Holdings to Focus List. The firm is saying the recent activation of numerous fab projects should spark an order surge for automation and other long lead-time capacity items in 2nd half 2003. The firm also cited compelling valuations; target for BRKS is $51, target for ASML is $29. ASE Test upgraded at Bear Stearns to Outperform from Peer Perform based on the following factors: 1) firm now expects the co to return to profitability in 3rd quarter vs their previous expectation of Q4, 2) co has the highest proportion of IC testing rev in its rev mix among its peers, which gives the co the highest operating leverage in the IC packaging and testing industry, 3) firm believes its new handset camera System-In-Package module biz should offer rev growth opportunities in 2H03, and 4) valuation is the lowest among leading backend IC company's. Target is $8.50. Semiconductors . . . Smith Barney upped it price target and estimates for Micron Technology, citing strength in the DRAM (dynamic random access memory) market. The brokerage now expects the chip company to lose 17 cents a share in fiscal 2004 compared with previous assumptions of a loss of 45 cents a share while fiscal 2005 earnings are now expected to total $1.00 a share vs. the previously expected 77 cents. Micron's price target was lifted to $12 from $10. Adams Harkness upgrades RF Micro and Skyworks to Strong Buy from Buy. The firm continues to believe that the upgrade cycle to new color and data-enabled devices in the wireless handset market is underway, and while the June qtr proved to be a lumpy one, they believe that expectations have now been reset, that valuations have corrected, and that news flow going forward will be positive. RobBlack.com MarketWrap: robblack.com BPNDX at 75 for 6 days in a row? A line draw in the sand. Thanks for keeping us updated! RtS

To: Gottfried who wrote (10781)	8/4/2003 8:33:15 PM
From: Gottfried	Respond to of 95456

bpNDX fell two to 73% [MNST GILD] Jul22 Jul23 Jul24 Jul25 Jul28 Jul29 Jul30 Jul31 Aug01 Aug04 AAPL ALTR AAPL AMAT ALTR AAPL AMGN AMAT ALTR AAPL AAPL AAPL AAPL AAPL AAPL AMZN AMGN AMAT ALTR ALTR ALTR ALTR ALTR ALTR APCC AMZN AMGN AMAT AMAT AMAT AMAT AMAT AMAT AAPL APOL APCC AMZN AMGN AMGN AMGN AMGN AMGN AMGN ALTR BBBY APOL APCC AMZN AMZN AMZN AMZN AMZN AMZN AMAT BEAS BBBY APOL APCC APCC APCC APCC APCC APCC AMGN BMET BEAS BBBY APOL APOL APOL APOL APOL APOL AMZN BRCD BMET BEAS BBBY BBBY BBBY BBBY BBBY BBBY APCC BRCM BRCD BMET BEAS BEAS BEAS BEAS BEAS BEAS APOL CDWC CDWC BRCD BMET BMET BMET BMET BMET BMET BBBY CEPH CEPH CDWC BRCD BRCD BRCD BRCD BRCD BRCD BEAS CHRW CHRW CEPH CDWC CDWC CDWC CDWC CDWC CDWC BMET CIEN CIEN CHRW CEPH CEPH CEPH CEPH CEPH CEPH BRCD CMCSA CMCSA CIEN CHRW CHRW CHRW CHRW CHRW CHRW CDWC COST COST CMCSA CIEN CIEN CIEN CIEN CIEN CIEN CEPH CPWR CPWR COST COST COST COST COST COST COST CHRW CSCO CSCO CPWR CPWR CPWR CPWR CPWR CPWR CPWR CIEN CTAS CTAS CSCO CSCO CSCO CSCO CSCO CSCO CSCO COST CTXS CTXS CTAS CTAS CTAS CTAS CTAS CTAS CTAS CPWR DELL DELL DELL DELL DELL DELL DELL DELL DELL CSCO DISH DISH DISH DISH DISH DISH DISH DISH DISH CTAS DLTR DLTR DLTR DLTR DLTR DLTR DLTR DLTR DLTR DELL EBAY EBAY EBAY EBAY EBAY EBAY EBAY EBAY EBAY DISH ERICY ERICY ERICY ERICY ERICY ERICY ERICY ERICY ERICY DLTR ERTS ERTS ERTS ERTS ERTS ERTS ERTS ERTS ERTS EBAY ESRX ESRX EXPD EXPD EXPD EXPD EXPD EXPD EXPD ERICY EXPD EXPD FAST FAST FAST FAST FAST FAST FAST ERTS FAST FAST FHCC FHCC FHCC FHCC FHCC FHCC FHCC EXPD FHCC FHCC FISV FISV FISV FISV FISV FISV FISV FAST FISV FISV FLEX FLEX FLEX FLEX FLEX FLEX FLEX FHCC FLEX FLEX GENZ GENZ GENZ GENZ GENZ GENZ GENZ FISV GENZ GENZ GILD GILD GILD GILD GILD GILD GILD FLEX GILD GILD GNTX GNTX GNTX GNTX GNTX GNTX GNTX GENZ GNTX GNTX HSIC HSIC HSIC HSIC HSIC HSIC HSIC GNTX HSIC HSIC IACI IACI IACI IACI IACI IACI IACI HSIC IACI IACI ICOS ICOS ICOS ICOS ICOS ICOS ICOS IACI ICOS ICOS INTC INTC INTC INTC INTC INTC INTC ICOS INTC INTC INTU INTU INTU INTU INTU INTU INTU INTC INTU INTU IVGN IVGN IVGN IVGN IVGN IVGN IVGN INTU IVGN IVGN JDSU JDSU JDSU JDSU JDSU JDSU JDSU IVGN JDSU JDSU JNPR JNPR JNPR JNPR JNPR JNPR JNPR JDSU JNPR JNPR KLAC KLAC KLAC KLAC KLAC KLAC KLAC JNPR KLAC KLAC LNCR LNCR LNCR LNCR LNCR LLTC LLTC KLAC LNCR LNCR MCHP MCHP MCHP MCHP MCHP LNCR LNCR LLTC MCHP MCHP MEDI MEDI MEDI MEDI MEDI MCHP MCHP LNCR MEDI MEDI MERQ MERQ MERQ MERQ MERQ MEDI MEDI MCHP MERQ MERQ MNST MNST MNST MNST MNST MERQ MERQ MEDI MOLX MOLX MOLX MOLX MOLX MOLX MOLX MNST MNST MERQ MSFT MSFT MSFT MSFT MSFT MSFT MSFT MOLX MOLX MOLX NTAP NTAP NTAP NTAP NTAP NTAP NTAP MSFT MSFT MSFT NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA NVDA NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL PAYX PAYX PAYX PAYX PAYX PAYX PAYX PAYX PAYX PAYX PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PDCO PDCO PDCO PDCO PDCO PDCO PDCO PDCO PDCO PDCO PETM PETM PETM PETM PETM PETM PETM PETM PETM PETM PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT ROST ROST ROST ROST ROST ROST ROST ROST ROST ROST RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY SANM SANM SANM SANM SANM SANM SANM SANM SANM SANM SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW TEVA TEVA SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC VRSN VRSN TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO