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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls -- Ignore unavailable to you. Want to Upgrade?


To: FJB who wrote (31)1/13/1999 3:57:00 PM
From: Proud_Infidel  Respond to of 195
 
For the "What in God's Name Were They Thinking?" files:

Yahoo! Inc. (YHOO) 395 -7: --UPDATE-- Dain Rauscher Wessels reiterates "buy-aggressive" rating on search engine and Internet portal company as Q4 results exceeded expectations; continued growth expected through a focus on commerce, additional services, and international expansion; raises price target to $510 or 100 times year 2000 revenue estimate of $600 mln.....



To: FJB who wrote (31)1/22/1999 11:27:00 AM
From: Ritz  Respond to of 195
 
Bob:

ML just now raised ASMLF from a NT Sell (really!) to a NT Hold. The stock has only gone from 13 to 44 since Oct....brillant aren't they...<ggg>

-Ritz



To: FJB who wrote (31)2/3/1999 2:32:00 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 195
 
Bob/All,

Semiconductor Industry Spotlight
Bankers Trust Research/BT Alex. Brown Research
N. Quinn Bolton,Erika Klauer,Glen Yeung
February 01, 1999
-----------------------------------------------------

ANALOG DEVICES, INC. [ADI] "STRONG BUY"
ADVANCED MICRO DEVICES, INC. [AMD] "MKT. PERFORM"
AMKOR TECHNOLOGY INC. [AMKR] "STRONG BUY"
C-CUBE MICROSYSTEMS INC. [CUBE] "STRONG BUY"
INTEL CORPORATION [INTC] "STRONG BUY"
LINEAR TECHNOLOGY CORP. [LLTC] "BUY"
LSI LOGIC CORPORATION [LSI] "STRONG BUY"
MAXIM INTEGRATED PRODUCTS [MXIM] "BUY"
NATIONAL SEMICONDUCTOR CORPORATION [NSM] "MKT. PERFORM"
STMICROELECTRONICS N.V. [STM] "MKT. PERFORM"
TEXAS INSTRUMENTS INC. [TXN] "STRONG BUY"
VLSI TECHNOLOGY, INC. [VLSI] "MKT. PERFORM"
APPLIED MATERIALS, INC. [AMAT] "STRONG BUY"
ATMI, INC. [ATMI] "BUY"
ELECTRO SCIENTIFIC INDUSTRIES, INC. [ESIO] "BUY"
KLA - TENCOR CORPORATION [KLAC] "STRONG BUY"
LAM RESEARCH CORPORATION [LRCX] "BUY"
NOVELLUS SYSTEMS, INC. [NVLS] "STRONG BUY"
VEECO INSTRUMENTS INC. [VECO] "STRONG BUY"
ZYGO CORPORATION [ZIGO] "BUY"