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Technology Stocks : Semi Equipment Analysis
SOXX 312.18-0.2%Dec 9 4:00 PM EST

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To: Return to Sender who wrote (7880)12/27/2002 9:44:09 AM
From: Return to Sender   of 95541
 
From Briefing.com: 8:57AM New Intel chipsets to pressure graphics chip mkt, flash price hikes unlikely to stick (INTC) 16.69: Digitimes.com reports that the graphics chip mkt is likely to suffer a second hit from integrated chipsets in 2003 when INTC introduces several integrated products for its new-generation Banias and Dothan notebook platforms; however, SG Cowen believes this will have a minimal impact on ATYT and no impact for NVDA. In addition, Digitimes reports that some Taiwanese IC distributors are doubting whether INTC will be able to raise flash prices by its planned 20-40% on Jan 1 due to fast-growing supply.

8:11AM Silicon Storage cuts Q4 guidance (SSTI) 4.20: Cuts their Q4 forecast to a loss of $0.07-$0.10, vs previous guidance of a loss of $0.03-$0.05; co says shortfall is primarily due to avg selling prices that have declined more than expected.

<SNIP> but Silicon Storage (SSTI 4.20) and oil company Unocal (31.65) both warned that profits would be slightly below expectations.

finance.yahoo.com^SOXX+ALTR+AMAT+AMD+ATYT+BRCM+INTC+KLAC+LLTC+LSCC+LSI+MOT+MU+MXIM+NSM+NVDA+NVLS+SSTI+TER+TXN+XLNX+^IXIC+^NDX+^SPX+^VIX+^VXN+SMH&d=t

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