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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

Dec 4 4:00 PM EST

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To: Gottfried who wrote (6353)	10/21/2002 5:00:19 PM
From: w0z	Read Replies (1) of 95525

Wireless (cellphones) is hot! And WLAN is not bad either on a sequential basis. This is the only area of semi's I would consider at the moment. -- TI's Semiconductor revenue in key markets was as follows: -- Wireless revenue increased 9 percent sequentially and 52 percent from the year-ago quarter. -- Revenue from TI's catalog products, composed of high-performance analog and catalog DSP, increased 6 percent sequentially and 16 percent from the year-ago quarter. -- Broadband communications revenue, which includes DSL and cable modems, voice over packet (VoP), and wireless local area networks (WLANs), increased 17 percent sequentially and decreased 6 percent from the year-ago quarter. -- Semiconductor orders were $1773 million, down 5 percent sequentially due to generally weaker demand in most areas except wireless, and were up 36 percent from the year-ago quarter due to broad-based demand for the company's DSP and Analog products.

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