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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?

To: etchmeister who wrote (5341)	7/6/2005 10:57:31 AM
From: Proud_Infidel	Respond to of 5867

Four Picks In Semi-Equipment Stocks 07.06.05, 10:43 AM ET Prudential Equity Group reiterated a "neutral" rating on the semiconductor capital-equipment industry, saying sector stocks are likely to remain range-bound until further clarity develops on 2006 capital spending trends. For the second quarter, Prudential expects companies to report orders at the low end of guidance and to provide conservative order guidance. "Our channel checks suggest that volumes were as expected and the companies maintained tight expense control, which should lead to in-line revenues and earnings," Prudential said. The research firm said IBM (nyse: IBM - news - people ) and Samsung are crucial for improving order patterns in the third quarter and that the companies best poised to benefit from this are Lam Research (nasdaq: LRCX - news - people ), ASML Holding (nasdaq: ASML - news - people ), KLA-Tencor (nasdaq: KLAC - news - people ), and Novellus Systems (nasdaq: NVLS - news - people ). For the second half of 2005, Prudential said Novellus and Brooks Automation (nasdaq: BRKS - news - people ) will likely face the biggest cuts in earnings estimates.

To: etchmeister who wrote (5341)	7/11/2005 10:24:02 AM
From: Proud_Infidel	Respond to of 5867

TSM Taiwan Semi: June Foundry Wafer Start Activity at Record Levels - Amtech (8.90 ) Amtech's checks indicate that TSM's June wafer start activity reached a new record level of 350k wafers per month (up 30% sequentially from the 270k level during the month of May) as chip demand was broad-based across all customers and applications. The firm notes this level of strength has not been seen since the spring of 2003, the start of the hardware business recovery. The firm believes this broad-based recovery in foundry demand is a leading indicator of overall OEM hardware demand and will collectively benefit the semi equipment sector. The firm reiterates its BUY rating on the sector with small-cap favorites CMOS, KLIC, PLAB and MTSN and large-cap favorites TER, LRCX and NVLS. Message 21492417