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

To: sixty2nds who wrote (28016)	1/19/2006 12:28:05 PM
From: etchmeister	Read Replies (2) \| Respond to of 95450

Upgrade & Downgrade Lotto Upgrades: Goldman Sachs upgrades Linear Technology (LLTC 37.36) to Outperform from In Line as they expect that the analog semis will come back into favor after several years of investors favoring higher beta if we are correct that the semi cycle is poised for a slowdown over the coming quarters... Soliel downgrades the Semiconductor sector to Underweight from Overweight as they believe I.C. shipments are poised to decline over the next 6 months and 2Q estimates are at risk. They believe the most exposed names in their coverage list are: MCHP, TXN, MXIM,LLTC, and ADI. The firm says that related names exposed to a downturn in shipments: BRCM, NSM, and ISIL.