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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (4873)	8/25/2003 10:19:09 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

If indeed we see a robust recovery, Lam will be one of the first of the sector to surpass its old highs IMO. Over an 18 month timeframe, I believe $39 could prove very conservative.... 08:30 ET Soundview raises targets for semi stocks : In addition to their AMD upgrade (7:28), Soundview says INTC's preannouncement provides further evidence of broad-based semiconductor recovery and raises targets for the following semi stocks: LSI (to $14 from $12), CREE ($15 from $11), TXN ($27 from $24), ATYT ($18 from $14), NVDA ($19 from $16), CY ($18 from $11), ALTR ($24 from $19), XLNX ($29 from $27), FCS ($21 from $16), NVLS ($45 from $39), KLAC (to $69 from $57), AMAT ($27 from $22), LRCX ($39 from $27). Firm also initiates coverage of ASML with an Outperform rating and $27 target, calling the co its top pick due to its mkt leadership, above-avg mkt growth, and enticing valuation.