From Briefing.com: 6:52PM Photronics warns for Q3 (PLAB) 15.95 -0.56: Company warns that Q3 (Jul) revenues will be $96-98 mln and EPS of loss of $0.01 to $0.01 profit (Multex consensus $111 mln revs and EPS of $0.13 profit). Company says expectation for sequential growth did not materialize as result of recent softening in demand for reticle technology around the world, mainly in North American market, as well as, a weakened pricing environment.
6:12PM Chartered Semi beats Q2 consensus (CHRT) 19.93 -0.46: Reports Q2 (Jun) loss of $0.65 per share, $0.13 better than the Multex consensus of ($0.78); revenues rose 26.6% year/year to $127.5 mln vs the $115.2 mln consensus; issues Q3 (Sep) guidance of loss of $0.63-0.65 (consensus $0.61 loss).
6:12PM Chartered Semi beats Q2 consensus (CHRT) 19.93 -0.46: Reports Q2 (Jun) loss of $0.65 per share, $0.13 better than the Multex consensus of ($0.78); revenues rose 26.6% year/year to $127.5 mln vs the $115.2 mln consensus; issues Q3 (Sep) guidance of loss of $0.63-0.65 (consensus $0.61 loss).
6:12PM Microsoft (MSFT) 51.11 -0.89: -- Update -- On call, company provides color on PC shipments: MSFT continues to expect PC shipments in the low to mid-single digit range in fiscal 2003 (Jun 03); so basically no change here. Good news for INTC, AMD and the PC makers... stock at 50.70.
6:08PM Microsoft (MSFT) 51.11 -0.89: -- Update -- On call, company expects Q1 (Sep) revenue and EPS of $7.0-$7.1 bln and $0.42-$0.43 vs Multex consensus of $7.1 bln and $0.42, respectively... stock at 50.60.
6:06PM Microsoft (MSFT) 51.11 -0.89: -- Update -- On call, company expects fiscal 2003 (Jun 03) revenue and EPS of $31.4-32.0 bln and $1.85-$1.91 vs Multex consensus of $32.0 bln and $1.93, respectively... stock at 50.73.
6:05PM Microsoft guiding down full year revenue and EPS slightly (MSFT) 51.11 -0.89: -- Update -- Details to follow... stock at 50.80.
5:58PM Microsoft (MSFT) 51.11 -0.89: -- Update -- On call, company points out that its unearned revenue grew sharply. MSFT signed a lot of annuity agreements in Q4 (Jun), setting up good results to be booked in fiscal 2003 (Jun 03)... stock at 50.80.
5:54PM Microsoft (MSFT) 51.11 -0.89: -- Update -- On its conference call, company says the price cut for XBox to $199 resulted in stronger than expected unit sales... MSN continues to grow nicely... company is seeing solid demand for XP, especially in sales to businesses.... stock at 51.00.
5:51PM UTStarcom guides higher (UTSI) 20.67 -0.15: Company guides higher; sees Q3 earnings in the range of $0.27-$0.28 per share vs the $0.27 Multex consensus; sees full year earnings in the range of $0.99-$1.01 per share vs the consensus of $0.97 per share.
5:46PM QLogic (QLGC) 41.23 -1.57: On call, company says it sees Q3 revenues rising from Q2 levels by between 3%-8%... Puts sales between $104-108.9 mln v. consensus estimate of 100.35 mln... Expects EPS in Q3 of between $0.23-$0.27... Street was looking for gain of $0.24... Growth will continue to come from Fibre Channel sales, which posted double-digit sequential growth in Q2... Notes that continue to gain market share in key markets.
finance.yahoo.com^SOXX&d=t
Don, thanks for the kind words. I'm just happy to be a part of this great thread. Looks like the SOX is going back to 350 at least. Wish I had waited one day to go long on ALTR anyway.
Thanks again, RtS |
