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

To: Return to Sender who wrote (12503)	11/12/2003 7:43:25 PM
From: Proud_Infidel	Respond to of 95456

There is no excuse for this type of mistake: with the headliner Applied Materials (AMAT 26.14 +0.70) coming in ahead of analyst expectations. The world's largest chip maker reported 4Q03 (Sept) EPS of $0.06

To: Return to Sender who wrote (12503)	11/13/2003 5:41:32 PM
From: Return to Sender	Respond to of 95456

Semiconductors . . . Bear Stearns raised its earnings per share estimate for chipmaker Intel overnight, citing the 300mm and 90nm transitions and costs expectations. "The full potential of these transitions is greater than our earlier estimates," the broker said. Analysts raised their gross margin assumption for 2004 from 61.1% to 63.3%, and the revenue estimate to $34.75 billion from $34 billion. The EPS estimate rose from $1.21 to $1.34. They raised their year-end price target from $35 to $39. Thomas Weisel comments on DRAM datapoints. Thomas Weisel indicates that seasonal demand appears to remain strong, but seasonal build has probably peaked, so pricing is expected to trend lower. LSI plans to separate its storage systems operations from its mainstream semiconductor business and create an independent storage systems company. In 3rd quarter, LSI's Storage Systems biz had revenues of $104 million, or 23 percent of the $450 million reported by LSI Logic. IBM chooses ATI Tech processor MOBILITY FireGL T2 mobile workstation processor has been chosen by IBM for its Thinkpad R50p and T41p mobile workstations. Boxmakers . . . Dell Computer cut to Hold from Buy at Lazard based on valuation. The stock is approaching firm's $37 target, leaving further upside limited. The firm does not recommend that investors take profits ahead of tonight's call. robblack.com