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


To: Sarmad Y. Hermiz who wrote (27587)12/21/2005 12:38:36 PM
From: Sultan  Read Replies (1) | Respond to of 95611
 
well, all the best.. Obviously your close analysis of the sector and the companies involved means you can handle the risk..



To: Sarmad Y. Hermiz who wrote (27587)12/22/2005 8:48:41 PM
From: sixty2nds  Respond to of 95611
 
07:23 STX Seagate Tech upgraded to Outperform at Bear Stearns (20.45 )

Bear Stearns upgrades STX to Outperform from Peer Perform and sets a $28 tgt. The firm says that STX's proposed acquisition of MXO is the right move for STX since it could lead to considerable scale and cost synergies owing to product overlap. In addition,the firms says the acquisition could lead to a positive long-term impact on the drive industry dynamics since it removes the risk of a weaker player becoming more aggressive on pricing, although drive industry remains highly competitive.