Replies to post #95448 on ajtj99's Market Pulse

[madrose1]

Semi equip dueling analysts :

CIBC says that over the past few days, their meetings in Asia with chipmakers and equipment suppliers alike have netted one clear, key takeaway: The Vista-driven PC product cyle is here. They say accelerating demand pull from PC OEMs' forecast in 1Q07 has chipmakers scrambling and pulling-in tool orders. Firm also says NAND Flash is not down and out -- they note Toshiba ordering for new Fab4 shell in 1Q. Firm says total memory orders are tracking higher in 1Q.

They say to stay long favs Lam Research (LRCX 53.78), Applied Materials (AMAT 18.55). Firm says Mattson (MTSN9.55) leverage is looking particularly big in 1Q, and Novellus (NVLS 34.53) is no longer a short...