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

To: Return to Sender who wrote (13604)	2/26/2004 10:29:58 AM
From: The Ox	Read Replies (1) \| Respond to of 95397

OT RtS, what's your view on SWKS/RFMD after the last couple of days? Are you hanging on to RFMD and, if not, are you considering SWKS? tia mh

To: Return to Sender who wrote (13604)	2/26/2004 11:40:00 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 95397

Re: Banc of America lowers its target on Novellus Systems to $34 from $38 after its mid-qtr update last night. The co increased order guidance, but the new guidance was in-line with the firm's estimates Question: If the guidance was in-line with BofA's views, why the lowering of the target? Not that I care what these people think, because in the long run what they say is meaningless IMO. There is absolutely no logic in this whatsoever.....unless I am missing it.

To: Return to Sender who wrote (13604)	2/26/2004 11:40:00 AM
From: Proud_Infidel	Respond to of 95397

Re: Banc of America lowers its target on Novellus Systems to $34 from $38 after its mid-qtr update last night. The co increased order guidance, but the new guidance was in-line with the firm's estimates Question: If the guidance was in-line with BofA's views, why the lowering of the target? Not that I care what these people think, because in the long run what they say is meaningless IMO. There is absolutely no logic in this whatsoever.....unless I am missing it.