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

To: sixty2nds who wrote (26814)	11/11/2005 9:56:36 AM
From: sixty2nds	Read Replies (1) \| Respond to of 95738

07:17 PLAY PortalPlayer upgrade details (21.24 ) Jefferies upgrades PLAY to Hold from underperform raising their tgt to $22 from $19. Firm cites the withdrawal of the follow on offering yesterday. Firm notes that given the high short interest (23% of float), they expect to see a significant squeeze in the short-term that should cause the stock to move appreciably higher. Jefferies says that checks suggest the NAND flash market remains extremely tight with most customers on allocation. The firms believes top tier customers are currently unable to receive 30% or more of their forecasts. In addition to the NAND flash tightness, Jefferies believes Apple (AAPL) has experienced several other component related supply issues, and given these factors, they believe the risk that Apple disappoints in Q4 has increased.