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

To: BWAC who wrote (28172)	1/24/2006 11:21:27 AM
From: sixty2nds	Read Replies (2) \| Respond to of 95622

Another "cyle thumbs down" 08:14 TXN Texas Instruments: Color on quarter (31.70 ) -Update- CIBC notes that TXN reported mixed results, with revs toward the low end of guidance but EPS a penny better than expected. They continue to believe that investors underestimate TXN's long-term margin potential and the growth in wireless. DLP keeps them on the sidelines, however, as they are concerned about price declines in competitive TV technologies in 06...Deutsche Bank says that TXN continues to post good results, and has beaten its 25% OM targets in 4Q. However, trends support their thesis that a cycle peak is approaching (they expect TXN Semis +22% YoY in 1Q06), and investors should be cautious of chasing momentum. They retain their Hold and $31 tgt...AG Edwards views TXN's results and guidance as an indication of a stable environment in wireless handset demand and a steady growth in analog. Better sales and profitability assumptions partially offset the higher tax rate and divestiture effects and so they are only adjusting our EPS estimates for 2007 slightly. They maintain their Buy rating and $35 tgt