Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 302.00

+2.6%

Nov 10 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Return to Sender who wrote (1425)	12/18/2001 9:48:03 AM
From: Return to Sender	of 95391

8:44AM Micron Tech (MU) 30.70: -- Update -- Reuters reporting that despite MU's acquisition of Toshiba DRAM biz (see 7:29 comment), MU is still in talks with Hynix; the Korean company's head of restructuring tells Reuters that talks between the companies are separate from the MU/Toshiba talks. 7:56AM Solectron (SLR) 14.81: Reports Q1 net of $0.05 a share, in line with consensus, vs yr-ago EPS of $0.31. Sales fell 44.6% to $3.15 bln (consensus $2.985 bln). For Q2, co sees cash EPS of $0.01-$0.04 (consensus $0.07). "We remain cautious about the near-term direction of the economy and its impact on the end markets we serve." 7:42AM DBAB on Semi Equipment : DB Alex. Brown cautious on semi equipment makers, initiates 2003 ests for group about 25% below consensus; forward expectations are still too high, as even optimistic projections suggest wait could be 3 qtrs. Firm favors back-end names such as LTXX and TER, which have superior leverage in an upturn; raises price target for TER to $37 from $32. 7:40AM ESS Tech (ESST) 21.85: Co raises Q4 guidance to $0.26-$0.30 from previous guidance of $0.22-$0.24. Consensus for the qtr was $0.23. ESST attributes upside to strong consumer demand for DVD players. 7:18AM GlobeSpan (GSPN) 12.60: Morgan Stanley reinitiates coverage with a STRONG BUY rating and $35 price target; believes stk offers investors one of the most compelling risk/reward ratios in the wired communications IC sector; expects GSPN to benefit as telcos step up DSL deployments; sees VRTA merger becoming accretive in mid-2003. 7:01AM Infineon Tech (IFX) 21.80: Announced that it has ended negotiations with Toshiba on their memory chip joint venture, as both sides were unable to reach a mutual agreement. finance.yahoo.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next