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Post# of 704047
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madrose1

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madrose1

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Re: madrose1 post# 449628

Thursday, 01/12/2006 7:15:07 AM

Thursday, January 12, 2006 7:15:07 AM

Post# of 704047
Semiconductor Capital Equipment: Top picks VSEA & LRCX@JPHQ
Checks have indicated orders for Q1 have significantly improved over the past weeks. Upside is being driven from memory and foundries. JPMorgan expects Q4 orders up 10%-15% outperforming 8% guidance and Q1 guidance is now expected to be in the 15%+ range. The firm's top picks are VSEA and LRCX. Additionally, JPHQ feels that AMAT and KLAC should benefit from the broad order strength as well.

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