Cents and Sensibility - Kimberly and Friends' Consortium Message Board

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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: Kimberly Lee who wrote ()	4/12/2000 5:14:00 PM
From: Jack Hartmann	Read Replies (1) of 108040

A couple of semis beating estimates 1) Altera Corp (ALTR) 82 -4 5/16: Chip maker posts Q1 net of $0.36 a share, two cents above the First Call mean, vs yr-ago net of $0.34... 2) GaSonics International (GSNX) 29 -2 1/4: Semiconductor equipment maker reports Q2 EPS of $0.23, five cents above the First Call mean view, compared to a yr-ago loss of $0.42.... 3) Applied Materials (AMAT) 99 13/16 -4 13/16: -- Update -- Robertson Stephens reiterates STRONG BUY and increases FY00 EPS estimates to $2.22 from $2.15 and revenues to $8.8 bln from $8.6 bln; says Q2 is tracking ahead of expectations. 4) Motorola (MOT) 116 15/16 -7 1/16: -- Update -- Gruntal & Co reiterates NT/LT OUTPERFORMER with price target of $200 citing overreaction to handset margins and improved demand outlook for semiconductors, broadband, and cellular. *********** If the market rallies back, the semis will lead the way. They are having great quarters. Tough to buy other stuff growing at 8-10% when this sector is consistently putting out good news everyday. Jack

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