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Technology Stocks : Semi Equipment Analysis

SOXX 270.83

+1.0%

Nov 21 4:00 PM EST

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To: Return to Sender who wrote (857)	7/25/2001 10:54:01 AM
From: Return to Sender	Read Replies (1) of 95456

9:13AM Gapping Up/Down : TMCS +15.7% (exceeds estimates)... PSFT +8.6% (tops Wall Street views, Solly upgrade)... PRGN +7.5% (beats on the top-line, positive comments by analysts)... CREE +5.5% (misses on EPS, but top-line exceeds)... Gapping Down: INSP -29% (downward guidance)... MSCC -19% (momentum name posts light top-line)... DPMI -16% (misses qtr, lowers guidance)... DLTR -14.7% (DBAB downgrades)... PWER -12% (misses qtr, takes down numbers)... QLGC -9% (disappointing guidance, Solly downgrade). 8:52AM Cabot Micro (CCMP) 55.89: Reports Q3 net of $0.36 a share, 5 cents above consensus, vs yr-ago EPS of $0.38. Revenues increased 1.7% to $51.5 mln (consensus $54.20). 8:42AM Amkor Tech (AMKR) 16.03: SG Cowen downgrades to BUY from Strong Buy; says negative leverage prolonging return to profitability and near-term catalysts more than two qtrs away. finance.yahoo.com RtS

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