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

To: ELH1006 who wrote (13016)	1/13/2004 9:42:37 AM
From: Return to Sender	Respond to of 95738

From Briefing.com semiconductor related news: 8:13AM CHPC: Checks indicate Sandisk added as major customer -- WR Hambrecht 8.71: Based on checks from the Taiwan trip and Consumer Electronics Show, WR Hambrecht has learnedthat ChipPAC has added SanDisk as a major customer. Firm believes ChipPAC is set to manufacture Secure Digital (SD) in 2004 and mini-SD in2005. The SD card is the fastest growing card in the world and for Sandisk, based on firm's estimates, is also the #1 revenue generator since Q2:03. 8:01AM Morgan Stanley raises 2004 capex forecast; previews Semi Equip earnings : Morgan Stanley believes that fundamentals in Semiconductor Capital Equipment have improved significantly since guidance was provided in Oct/Nov, and thus firm sees upside to guidance for most companies in the space; sees a 15-20% increase in bookings across the board, followed by guidance for another 20% bookings growth in 1Q04. Firm sees most of the upside in 4Q03 coming from Asian chipmakers. Raises its 2004 capex forecast to $38.8 bln, up 30% y/y and higher than firm's previous forecast of 20-25%. 7:02AM Hewlett-Packard plans to invest in Singapore -- WSJ (HPQ) 24.68: The Wall Street Journal reports Hewlett-Packard plans to relocate some of its manufacturing operations from the U.S. to Singapore. The co will be spending more than $1 bln over five years to upgrade it as the company's Southeast Asian manufacturing hub. 7:01AM Early Research Calls : Morgan Stanley upgrading SNDK to Equal Weight from Underweight and cutting STI to Underweight from Equal Weight... JP Morgan downgrading RIMM and AT to Neutral from Overweight... Thomas Weisel upgrading AAPL to Outperform from Peer Perform...CSFB removes SYMC from Focus List; firm also raises VRSN tgt to $25 from $21 and adds to U.S. Equities Focus List... Lehman upgrading U.S.Wireless Services sector to Positive from Neutral, raising tgts on a host of names... Merrill Lynch upgrading ALD to Buy from Neutral; also out with a call on Telecom Equipment Suppliers, favoring Buy rated NT and AFCI and calling CIEN most expensive stock in the roup; also downgrading ADRX to Neutral from Buy... CSFB raising tgt on CSCO to $29... UBS downgrading CPB to Reduce from Neutral... Deutsche Bank upgrading FOX to Buy from Hold... Bear Stearns cuts PLB to Peer Perform from Outperform on guidance... Smith Barney initiating coverage on MOT with Buy and $22 tgt; also initiating QCOM with Hold and $63 tgt... BofA upgrading TOY to Neutral from Sell. finance.yahoo.com