MOT expect solid Q4 results of $10.5B/34c, reiterate Buy@UBSW The firm also expects a strong Q1 as production volume will start to ramp that will lead to less seasonality in the quarter.
: Semiconductor Eqt: expect improved capex at mjr semis in 2006@COWN The firm would focus on AMAT, KLAC, TER, ATMI, and TSRA. The broker favors AMAT on the front-end and remains bullish on Top Pick TER. :