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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: etchmeister who wrote (16891)	12/19/2005 8:29:07 AM
From: matt dillabough	Read Replies (2) \| Respond to of 25522

Stifel downgrades their Semiconductor Sector view to Neutral; downgrades AMD, BRCM, ISIL, RFMD, SLAB and TXN Stifel downgrades their semiconductor sector view to Neutral from Overweight, including downgrades in AMD, BRCM, ISIL, RFMD, and TXN to Hold from Buy and a downgrade of SLAB to Sell from Hold. For AMD, firm cites a better understanding of the co's strengths by the mkt which is much more fairly reflected in the co's valuation. For BRCM, firm cites concern of an inventory accumulation at the manufacturing level and above. For ISIL, firm cites heavy exposure to seasonally levered mkts may create short term limitations for the co. For RFMD, firm cites the potential for a short-term inventory correction in the wireless mkt and the seasonal trading patterns that typically pressure the small-cap wireless stocks during the first few months of the year. For TXN, firm has concerns of some degree of channel inventory build ups that the firm believes must win out in the short term. For SLAB, firm cites valuation.

To: etchmeister who wrote (16891)	12/19/2005 10:00:14 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

TEL sees orders 15% ahead, says report Peter Clarke EE Times (12/19/2005 8:42 AM EST) LONDON — Orders for chipmaking equipment from Tokyo Electron Ltd. are likely to beat a previous forecast by 15 percent and bode well for the company in its next fiscal year, according to a Bloomberg report that referenced an interview by the company’s chairman. The orders are up because chip makers are seeing demand for flash memory chips and driver chips for flat panel displays, the report said. Orders are set to reach 150 billion yen ($1.29 billion) for the fourth quarter of 2005, the report quoted Terry Higashi, chairman of Tokyo Electron, saying in a Dec. 16 interview in Tokyo. “The orders we are getting now will impact earnings in the next fiscal year,” the report quoted Higashi saying. “New models of our existing products should help us raise the operating profit margin to about 17 percent in two to three years, from about 10 percent now,” the report also quoted Higashi saying. Tokyo Electron plans to release eight new models by March 2006, with the machines focusing on the production of 65-nanometer and 45-nanometer chips, the report said.