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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (41084)	4/19/2004 11:58:56 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 70281

07:39 CCMP Cabot Micro has good upside -- ThinkEquity (37.11 ) ThinkEquity says that Cabot Micro has 4-5 points of downside but a 40-50 point upside. While the firm expects the co to meet or beat quarterly estimates for the foreseeable future, the firm does not anticipate significant growth in copper slurries on a sequential basis in CQ1 or CQ2, as very little capacity has been added at 130nm in three quarters relative to growth at 180nm and 250nm. The majority of the recent CMP equipment orders are for 180nm and 250nm, which use tungsten and oxide slurries. 07:39 GLW Corning loses millions of NT dollars due to voltage drops at TSP - Digitimes (10.48 ) Digitimes reports that Corning, the world's largest T.F.T. L.C.D. glass substrate provider, suffered a loss of millions of NT dollars due to voltage drops at the Tainan Science Park (TSP) last Friday, according to sources. According to the article, the voltage drops caused malfunctions at Corning's glass furnace, and may exacerbate the already tight supply of glass substrates. This is the third incidence of power surges and voltage drops at TSP since the beginning of April. In this case, six co's, including Coretronic, Helix Technology, E-One Energy Technology and West Electric, lost a total of nearly NT$10 mln. Some of the co's said they are not ruling out asking for compensation from Taiwan Power.