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Technology Stocks : Semi Equipment Analysis
SOXX 288.52-0.3%Nov 14 4:00 PM EST
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To: Return to Sender who wrote (5476)9/19/2002 7:50:32 PM
From: Cary Salsberg  Read Replies (3) of 95420
 
RE: "Analog Semis : Soundview follows the lead of other analysts and cuts Q4 ests on MXIM, LLTC, MCRL and IRF citing continuing price pressure and uncertainty on the part of OEMs regarding H2 demand; expects these factors will cause most cos to lower the bar further for H2 ests ... Firm believes OEMs are still reluctant to either place orders or build inventory for Q4, and expects pricing pressure to weigh in on group without a more significant increase in demand."

My favorite, LLTC, had after tax profit on sales of 39% last quarter and last fiscal year. READ THAT 39%! NO PRICING PRESSURE. This was after sales fell over 50% from the recent highs. LLTC will miss earnings if they miss sales.
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