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

To: Donald Wennerstrom who wrote (12920)	1/5/2004 2:47:14 PM
From: Return to Sender	Respond to of 95574

From Briefing.com: 11:27AM DSP Group sees higher revenues and earnings for Q4 (DSPG) 26.70 +1.43: Co announces that due to increased demand for its products, Q4 revs would approximate $38 mln, vs previous guidance of $33.0-$35.0 mln. Co says this rev increase together with improving gross margins would result in stronger than expected diluted Q4 EPS of $0.19-$0.21 (consensus is $0.16). 9:54AM KVHI: A5 sell-through could be less than guidance - CE Unterberg 25.11 -0.88: CE Unterberg says that their follow-up survey of A5 antenna dealers in Florida, Georgia, Texas, and California leads them to believe KVHI's A5 launch has been well-received by dealers and customers, but they believe that sell-through for the qtr is less than the 2,000 to 3,000 sell-in predicted by the co. Firm notes that this is a very important product for the co, and has been a key driver for the shares and a major source of their rev and earnings growth projections. 9:51AM 50 Day Alert -- Applied Materials (AMAT) 22.90 +0.80: -- Technical -- Issue has pushed above last wk's highs and is working back toward resistance at its 50 day simple mov avg at 23.01 (session high 22.90). 9:42AM GLW upgraded at William Blair 10.40 +0.13: William Blair upgrades Corning (GLW) to Outperform from Mkt Perform, saying the co should gradually recognize the benefits of restructuring in 2004; also, its LCD Unit will provide reasonable growth and boost profitability, and although debt remains a concern, cash flow from operations 9:35AM SWKS upped to Mkt Perform from Avoid at CE Unterberg 9.19 +0.19: C.E. Unterberg Towbin raises its short-term rating to Mkt Perform from Avoid. Firm says CY03 was a year marked by market share loss, which firm believes justified its Avoid rating. However, Unterberg believes the 2004 year is starting out with improving fundamentals at Skyworks (SKWS). 9:23AM ATMI upgraded at Adams Harkness (ATMI) 23.40: Adams Harkness transitions coverage of ATMI and upgrades to Strong Buy from Mkt Perform; firm expects the co to enjoy solid growth in 2004-05, driven by strong wafer demand (up 10%-13% sequentially) and margin expansion as it undergoes its transformation. 9:22AM MSFT and INTC angling to make PCs the centerpiece of home entertainment : The Wall Street Journal reports MSFT and INTC are angling to make PCs the new centerpiece in home entertainment. According the article, the two co's will detail their latest assault at this week's Consumer Electronics Show in Las Vegas. The announcements should also serve as a stepping stone in the two companies' decade-long quest to embed Microsoft software and Intel microchips directly into televisions. 8:34AM NETGEAR selects Marvell chipset (MRVL) 37.90: Co announces that its Marvell Libertas 802.11g Wireless LAN chipset solution has been selected by NETGEAR (NTGR) for its new 802.11g home networking solutions. KLAC, AMAT, BRKS upgraded at SG Cowen SG Cowen upgrades KLAC and AMAT to Strong Buy from Outperform and BRKS to Outperform from Mkt Perform, saying it is still not too late to play the 2004-05 semi cycle; firm says their model suggests around 35% capex growth in 2004-05, and they believe that "panicked buying" after 3 years of under-investment could pull 2004 orders forward (+45% wouldn't shock them); despite high expectations, they believe the cycle will still surprise. TQNT upgraded at Piper Jaffray, tgt raised to $9 (7.30 ) Piper Jaffray upgrades Triquint Semi (TQNT) to Outperform from Mkt Perform buoyed predominately by handset-related demand. The firm is more confident in the co's ability to grow the overall business in 2004 with enhanced profitability in 2005. Specific focal areas of strength include CDMA receivers, triplexors, and incremental growth in GSM power amplifiers. In addition, the firm is seeing a resurgence in Foundry business. The firm believes strong sales of CDMA receivers will continue to expand particularly as key customers such as Nokia, continue to grow market share in CDMA. Based on higher FY05 EPS, the firm raises its target to $9 from $7, which is based 30x FY05 EPS of $0.30. ONNN ON Semiconductor files shelf offering for 63.3 mln shares (6.35 ) finance.yahoo.com

To: Donald Wennerstrom who wrote (12920)	1/5/2004 2:55:21 PM
From: Donald Wennerstrom	Respond to of 95574

Here is another input in the semi-equip area. <<07:46 ET KLAC, AMAT, BRKS upgraded at SG Cowen : SG Cowen upgrades KLAC and AMAT to Strong Buy from Outperform and BRKS to Outperform from Mkt Perform, saying it is still not too late to play the 2004-05 semi cycle; firm says their model suggests around 35% capex growth in 2004-05, and they believe that "panicked buying" after 3 years of under-investment could pull 2004 orders forward (+45% wouldn't shock them); despite high expectations, they believe the cycle will still surprise.>>