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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: w0z who wrote (6409)	10/29/2002 9:30:10 PM
From: Mark Adams	Read Replies (1) of 95530

Bill, I did look at SWKS, and the threads you cited. And I didn't bite. <g> 4:39PM Skyworks tops estimates (SWKS) 5.76 -0.04: Reports Q4 (Sep) loss of $0.03 per share, $0.05 better than the Multex consensus of ($0.08); revenues rose 51.6% year/year to $150.7 mln vs the $149.8 mln consensus; expects to deliver "at least 5 percent sequential revenue growth in the December quarter" -- Multex consensus estimate is for revs of $157.2 mln. Looks like it's up nicely afterhours. I'm a little concerned about a hint that some of the strength in the wireless sector might be associated with preholiday inventory build. Sell through disappointment could be a future negative. Skyworks might have some immunity to that. I don't really know the company well enough yet to speculate though.

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