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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Sarmad Y. Hermiz who wrote (12000)	10/10/2003 10:43:39 AM
From: Proud_Infidel	of 95530

This may help explain why ALTR was weak for the past few sessions. This came out TODAY, but I am sure nobody would take advantage of that sooner, would they? 9:48AM ALTR: Lowering est as we remained concerned about sluggish end demand -- JP Morgan 18.17 -0.03: Due to a strong beginning to the quarter, JP Morgan expects ALTR to meet firm's 3Q revenue and EPS estimates of $210.0 mln and $0.10, respectively. Despite a strong uptake of new products, firm remains concerned about sluggish end demand and is lowering its C03 revenue and EPS estimates from $830.3 mln and $0.38 to $820.3 mln and $0.37. Firm also lowering its C04 revenue and EPS estimates from $995.0 mln and $0.47 to $955.0 mln and $0.46, respectively.

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