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

To: Donald Wennerstrom who wrote (10802)	8/3/2003 9:47:49 PM
From: robert b furman	Respond to of 95487

HEHEHE, Proof of ther value story. I'm really beginning to like your thought process. I think you're a GURU.GG Bob

To: Donald Wennerstrom who wrote (10802)	8/4/2003 8:57:51 AM
From: Return to Sender	Respond to of 95487

From Briefing.com - Semi Related News: 7:59AM Novellus upped to Outperform from In-Line at Goldman Sachs (NVLS) 35.70: The upgrade is based on a) firm's view that the negative issues that have caused the stock to underperform its peers since mid-April have been resolved, b) relative to its peers, the stock is trading at a 20% discount on normalized free cash flow, c) co has good exposure to some of the customers that are driving the emerging equipment upturn, d) given the historically high correlation of the equipment stocks and NVLS' underperformance YTD, firm expects NVLS to outperform most of its front-end peers, and e) expects that both the Applied report and Novellus' mid-quarter update will be positive catalysts for the equipment stocks and believes that investors will look to NVLS to add additional exposure. 7:47AM WR Hambrecht comments on Semiconductor sales data : For the month of June, worldwide semiconductor sales totaled $12.5 billion, up 10% y/y and flat month/month. Key takeaways from the data include: 1) NAND flash shipments grew 57% q/q in Q2 vs. firm's estimate of at least 50%; firm believes its estimates of 10-20% bit shipment growth in Q3 for SNDK and LEXR may prove conservative; 2) YTD IC volumes continue to track ahead of peak 2000 levels which supports firm's positive bias towards SAT sector including Amkor and ASE Test; 3) SYNA continues to benefit from positive notebook trends although product mix is hurting growth prospects in 2H:03; and 4) preliminary indications suggesting total handset market growth of 0-5% vs. firm's previous expectation of 5-8% which support caution heading into Q3 for wireless IC names including RFMD and SWKS. 6:33AM European Summary : European stocks showing gains after the world's second largest bank HSBC first-half profit rose 21 percent, beating consensus forecasts. EMI, the world's third-largest record company up 3% after newspaper report Blackstone LP held talks to buy EMI for more than 2.5 billion pounds ($4 billion) including debt. Infineon (IFX), Europe's second-biggest chipmaker, gained 4.4 percent after the CEO said the company may consider paying a dividend from as early as next year. ASML Holding NV (ASML), the world's largest maker of machines used to etch circuits on semiconductors was up 2% after Deutsche Bank analyst reiterated its Buy recommendation on the stock... UK +0.93%, Germany +0.29%, France +0.79%. finance.yahoo.com