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

To: sixty2nds who wrote (27048)	11/21/2005 2:01:51 PM
From: sixty2nds	Read Replies (1) \| Respond to of 95718

13:16 CMOS Credence should benefit from Intel/ Micron announcement - Merriman (7.73 +0.17) Merriman notes that CMOS preannounced Q4 results last week, with revs slightly above the co's previous guidance but below firm's est, and pro-forma net loss expected to by $0.03-$0.03, below prior guidance for a loss of $0.00-0.04 and their previous estimate of $0.05. Firm cuts their ests, but believes that CMOS should benefit from the Intel/ Micron announcement in the long term, as it should be the primary test equipment supplier to this venture. They say that historically, INTC's capex for test equipment for NOR memory was $100 mln annually. With this new venture, they would expect the capex budget for test to be larger.

To: sixty2nds who wrote (27048)	11/22/2005 8:29:38 AM
From: sixty2nds	Read Replies (1) \| Respond to of 95718

06:16 INTC Intel and Micron alliance raise concerns over a collapse in NAND flash prices- Reuters (25.25 ) Reuters is reporting the flash memory chip alliance between Intel (INTC) and Micron Technology (MU) raised concerns over a collapse in prices in the fast-growing $11 bln NAND flash market, which is dominated by Asian firms. Market leader Samsung Electronics fell 5%, wiping out $4.4 bln in market value. Toshiba, the world's second-largest NAND flash chip maker, lost $1.6 bln in market value after an 8.8% plunge. Third-ranked Hynix Semiconductor slid 8.3%. "With more players, the market concern is that a price drop would be more severe," said Jae H. Lee, an analyst at Daiwa Securities in Seoul. Shares in California-based flash chip maker SanDisk Corp. (SNDK) tumbled 16% on Nasdaq, while Taiwan microchip designer Silicon Motion (SIMO) fell 6.6%. Samsung has a 50% flash market share, Toshiba 23% and Hynix 13%. Intel and Micron said on Monday they would each contribute about $1.2 bln to form a venture dubbed IM Flash Technologies, targeting initial production of NAND flash chips in early 2006. At the same time, news emerged that Apple Computer (AAPL) would pay Samsung and Hynix $500 mln and $250 mln to secure flash memory chips for its market-leading iPod music player. The deals are part of a $1.25 bln pre-payment deal by Apple with Samsung, Toshiba, Hynix, Intel and Micron.