Moors & Cabot Initiates Coverage of the Semiconductor Devices Industry With Buy Rating
01 Februar 2005 - 2:11PM
PR Newswire (US)
Moors & Cabot Initiates Coverage of the Semiconductor Devices
Industry With Buy Rating BOSTON, Feb. 1 /PRNewswire/ -- Hans
Mosesmann, Senior Vice President and Senior Analyst at Moors &
Cabot is initiating coverage of the semiconductor device space with
a Buy rating for the sector. We believe that the semiconductor
industry will peak in 2006/2007, consistent with a five to seven
year historical peak to peak pattern. Supply/demand dynamics
entering 2005 suggests a return to balance. Importantly, we believe
the next 12 months will be characterized by increasing investor
enthusiasm for significant semiconductor market drivers for
2006/2007: Microsoft's Longhorn O/S, WiMax wireless broadband, and
PS3/Xbox2/GameCube2 game consoles. We believe 2006 will be unique
in that such a PC, communications, and consumer new product
planetary alignment has not been seen in many years, and in our
view, will drive semiconductor revenues, given the tremendous
amount of silicon required for these new applications. Buy rated
stocks: ALTR, ATYT, INTC, TXN, and XLNX. INTC is our favorite idea
as Intel stands to benefit uniquely from both Longhorn and WiMax
product dynamics. Sell rated stocks: AMD and CREE. Hold rated
stocks: MU and NVDA. Moors & Cabot will continue to host the
long standing and much anticipated August Technology Conference.
Please join Moors & Cabot August 10th-11th, 2005 at the Pan
Pacific Hotel in San Francisco. More details to come shortly on
this worthwhile event. About Moors & Cabot Moors & Cabot's
financial institution and technology coverage universe reflects the
progressive nature of our market economy. Moors & Cabot's
financial institution analysts specialize in the bank and thrift
sectors. Moors & Cabot's technology analysts focus on
accelerated growth companies in rapidly growing industries such as
medical technology, biotechnology, semiconductors, wireless
equipment and services, computer and business services and computer
software. Moors & Cabot is the oldest independent member of the
Boston Stock Exchange and one of the nation's oldest independent
members of the New York Stock Exchange. In addition to offering its
equity and fixed-income research through full-service registered
representatives, Moors & Cabot offers investors additional
investment tools such as cash management accounts, retirement
planning, mutual funds, annuities and professional money management
services. With over a century of experience and expertise, Moors
& Cabot continues to serve in the tradition of its founding
fathers. Our core principles of integrity, honesty, respect and
loyalty are as important today as they were more than a hundred
years ago. For important disclosures and information regarding the
firm's rating system, valuation methods and potential conflicts of
interest, please visit: http://www.moorscabot.com/page.php/id/284 .
Moors & Cabot is a member of the National Association of
Securities Dealers, CRD number 594. Contact: Hans Mosesmann, SVP
& Senior Analyst, +1-646-346-1702, or , or Susan Shin,
Associate Analyst, +1-415-288-2247, , or Dana Wentworth,
+1-415-288-2262, or , all of Moors & Cabot. DATASOURCE: Moors
& Cabot CONTACT: Hans Mosesmann, SVP & Senior Analyst,
+1-646-346-1702, or , or Susan Shin, Associate Analyst,
+1-415-288-2247, , or Dana Wentworth, +1-415-288-2262, or , all of
Moors & Cabot Web site: http://www.moorscabot.com/
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