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

To: sixty2nds who wrote (28019)	1/19/2006 10:23:11 AM
From: sixty2nds	Respond to of 95572

08:29 Jefferies on semiconductors Jefferies continues to recommend investors: 1) add to positions in ATHR, BRCM, PLAY, SIRF, TRID; 2) remain on the sidelines with respect to CRUS, CY, GNSS, SGTL, SIMG, ZRAN; and 3) sell shares of ESST and PXLW. With earnings season starting on Jan 19 for the co's in their coverage universe, firm expects above-consensus results and guidance from Atheros, Broadcom, Cirrus Logic, PortalPlayer, SiRF, Trident, and Zoran. Firm feels that ESS, Genesis, and SigmaTel are the most likely to disappoint either with respect to Q4 results or guidance for Q1.

To: sixty2nds who wrote (28019)	1/19/2006 12:54:10 PM
From: etchmeister	Read Replies (1) \| Respond to of 95572

Just a quick macroeconomic review here: What does "price elasticity" mean again? Appleton: Basically, it means that every penny the price drops, the more you will sell. When you think about what happened in DRAM, we had great price elasticity in the '80s and throughout the '90s. The price elasticity of DRAM exists today, but it's not that great. The PC guys have, essentially, kind of peaked on putting in more (DRAM). Maybe when (Microsoft) Vista comes out, it will require a lot more DRAM. news.com.com