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

To: Donald Wennerstrom who wrote (17971)	8/11/2004 12:26:58 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95638

<< Teradyne cut at CSFB, K&S, Cisco outlooks cited By Emily Church 08/11/2004 07:38 LONDON (CBS.MW) -- Credit Suisse First Boston downgraded its rating on Teradyne to neutral overnight, citing in part the revenue warning from Kulicke & Soffa Industries late Tuesday. "Although the timing and magnitude of KnS' preannouncement last night played a factor in our downgrade - the underlying basis for our rating change is that concerns over end demand have increased in semis, and in telecom," analysts said. "Our initial thesis that the back end was betterinsulated to a slowdown in capital spending was predicated upon relativelyhealthy end demand... Datapoints overnight - lower than expected guidance from Cisco Systems and KnS' dreary outlook - at least calls into question the strength of end demand.">>