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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

+1.3%

Dec 10 4:00 PM EST

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To: Return to Sender who wrote (3810)	7/3/2002 8:54:35 AM
From: Return to Sender	of 95546

From Briefing.com: 7:58AM Benchmark Electronics to top Q2 consensus (BHE) 26.22: Contract manufacturing company expects Q2 results to exceed consensus. Projects Q2 earnings of $0.29-$0.31 per share on revenues of $380-$390 (Multex consensus $0.26 and $337.05 mln). Sees Q3 results flat to slightly improved from Q2 (consensus $0.26 and $343.27 mln). 7:49AM Genesis Microchip downgraded at Prudential (GNSS) 7.351: Prudential downgrades to HOLD from Buy based on the dismal pricing outlook for integrated analog ICs in the 15-inch mkt; says growth opportunities increasingly reside in the 17-inch panel mkt, and firm no longer believes GNSS will be able to diversify into non-commodity businesses rapidly enough to offset mkt share losses and pricing erosion in its core biz; cuts price target to $5 from $15. 6:58AM Advanced Micro warns for 2nd time in as many weeks (AMD) 8.80: Chip maker reduces its Q2 sales forecast to the $600 mln area, down from guidance of $620-$700 mln issued two weeks ago. Before the June 18 warning, analysts had expected AMD to post sales of $845 mln. AMD did not provided a reason for latest adjustment to its sales forecast. Bell Micro (BELM) 7.61 -0.19: After close, company warns that Q2 (Jun) EPS will be loss of $0.21-0.23 vs Multex consensus of $0.01 loss; revs of approximately $490 mln (consensus $534 mln); citing sales lower than planned in all geographies. National Semi (NSM) 22.75 -4.58: Solly cuts to NEUTRAL from Buy... Reduces its price target to $25 from $45. finance.yahoo.com The VIX will likely get close to 36 again today.

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