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

To: Kayaker who wrote (13581)	2/25/2004 11:28:29 AM
From: Gottfried	Respond to of 95656

kayaker, thanks! Now we need a new board 'the best from Koikaze and Kayaker'. <grin> Gottfried

To: Kayaker who wrote (13581)	2/25/2004 3:04:50 PM
From: Kayaker	Respond to of 95656

09:25 Lehman positive on wireless & comm sectors vs the PC end market Lehman is reiterating their Overweight ratings on Texas Instruments (TXN) and Qualcomm (QCOM) as checks at this week`s 3GSM show in Cannes, France signal encouraging trends, with vendors such as Nokia, Motorola and Qualcomm outlining a more positive outlook. The firm believes, the best way to play the semiconductor universe is to focus on wireless and communications exposure. Based on recent channel checks, they believe in contrast to a subdued PC environment that current business fundamentals are steadily improving in wireless and communications following healthy growth in Q4. Briefing.com (courtesy of golfinvestor on the QCOM thread)