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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: advocatedevil who wrote (9430)	4/14/2003 9:45:00 AM
From: Return to Sender	Read Replies (1) of 95546

8:30AM Dupont Photomask estimates, target cut following warning (DPMI) 18.31: Lehman is one of several firms adjusting estimates following Friday evening's earnings warning. DPMI provided Q3 guidance of approx. $76.1 mln in revs (consensus $81 mln) and forecast a net loss of $1.42-$1.47 (including items); for Q4, DPMI forecast revs of $80-$84 mln (consensus $87 mln). Warning leads Lehman to adjust its FY03 est to -$2.49 from -$2.14 and lower price target to $23 from $28. Firm notes that the warning was a disappointment b/c it was the result of circumstances that were, at least in large part, under co's control. 6:58AM A Barron's article highlights positive indicators for chip foundry stocks. : The article discusses the recent surge in March sales reported by Taiwanese chip foundries TSMC and UMC. In addition, the article suggests the utilization rates at these foundries could be "snapping back" from its previous lows of 60% to a current 80%. TSMC and UMC are both ADR's, which trade at 2.8x book value and 1.5x book value, respectively. These recent developments are positive indicators of business picking up in this battered down sector of technology. 8:31AM Lam Research may fall short on orders - Fahnestock (LRCX) 11.10: Although Fahnestock expects LRCX to report in-line operating results when they report on Wednesday, firm believes that orders could fall short of guidance since foundry order activity remains slow; in addition, firm believes that potentially weaker orders from memory producers could result in lower orders next qtr. Target is $11. finance.yahoo.com finance.yahoo.com^SOXX+ALTR+AMAT+AMD+BRCM+DPMI+INTC+KLAC+LLTC+LRCX+LSCC+LSI+MOT+MU+MXIM+NSM+NVLS+TER+TSM+TXN+UMC+XLNX+^IXIC+^NDX+^SPX+^VIX+^VXN+^STI.N+^STI.O+SMH&d=t So far another relatively strong open has failed but 296 has held for the SOX. RtS

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