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

To: Donald Wennerstrom who wrote (11914)	9/30/2003 9:04:19 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95503

From Briefing.com: 8:01AM LSI Logic Q4 estimates reduced at BofA Sec (LSI) 9.86: Banc of America Sec reduces its Q4 est to $0.03 from $0.04 and notes that its estimate is significantly below the $0.06 consensus. After getting off to a robust start this qtr, firm believes that order trends at LSI have weakened recently. In particular, firm's checks suggest the co's communications (21% of revs) and storage components (37%) segments are witnessing some softness. Firm rates the stock a Sell with a $6 tgt price. 7:25AM STMicroelectronics to apply nanotechnology in developing solar cell technologies (STM) 24.96: Co releases details of an advanced research program that it hopes will substantially reduce the cost of generating electricity from solar power. The research team, based in Italy, is focusing on applying ST's expertise in nanotechnology to the development of new solar cell technologies that will eventually be able to compete commercially with conventional electricity generation methods such as burning fossil fuels or nuclear reactors. 7:23AM Qualcomm started at Underweight at JP Morgan (QCOM) 43.34: JP Morgan initiates coverage with an Underweight rating; with CDMA1x growth slowing in the U.S. and Korea, and volume WCDMA shipments still 2 years off, firm believes QCOM is sitting between 2 product cycles with uncertain mkt share and avg selling prices in the WCDMA world; firm expects new competitors (TXN, STM, NOK) in the CDMA chip mkt will pressure chipset ASPs and mkt share, and further expects ASPs to fall as sales of CDMA handsets to China and India grow, resulting in flat revenues even as volumes increase. 7:16AM Phoenix Tech expands relationship with Microsoft (PTEC) 6.02: Co enters into an expanded strategic relationship with Microsoft to bring new product innovation and enhanced functionality at the core of the device. It will include projects focused on WinPE, security, and future client and server OS releases. 8:11AM PeopleSoft upgraded at Thomas Weisel (PSFT) 18.25: Thomas Weisel upgrades to Outperform from Peer Perform, saying checks indicate markedly improved confidence in PSFT; as customers seem convinced that the ORCL bid will go away, firm believes that PSFT is at a true inflection point in its business, with at least 3 large recent wins in govt and financial svcs, and that the pipeline freeze seen in Q2 has largely been lifted, meaning that agressive discounting and return-rights deals are no longer a necessity. finance.yahoo.com