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 306.28

-1.0%

Dec 4 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (3121)	5/14/2002 4:23:32 PM
From: Return to Sender	Read Replies (1) of 95526

The report was excellent Don. Congratulations for keeping the faith! AMAT Applied Materials orders look strong (26.64 +1.06) -- Update -- The $1.69 bln order figure for Q2 compares favorably to estimates that were generally in the $1.3-1.4 bln range; high estimate we found was $1.5-1.6 bln from Salomon Smith Barney. AMAT Applied Materials tops estimates by a penny (26.64 +1.06) Reports Q2 (Apr) earnings of $0.03 per share, $0.01 better than the Multex consensus of $0.02; revenues fell 45.9% year/year to $1.16 bln vs the $1.04 bln consensus; new orders of $1.69 billion for the second fiscal quarter of 2002 increased 51% from $1.12 billion for the first fiscal quarter of 2002, and increased 25% from $1.35 billion for the second fiscal quarter of 2001. HPQ missed by a penny. BRCD is upping guidance. More later. 3:39PM Brocade confirms accidental release of guidance (BRCD) 24.08 +2.30: -- Update -- Stock halted; company issues press release confirming the guidance presented on two slides at a conference this morning, as we reported in the 14:37 comment. As mentioned in that prior comment, the guidance was for $145-150 mln in Jul qtr revenues and $12 mln in Apr qtr Silkworm 12000 revenues - both numbers were better than the Street had expected. RtS

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next