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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: Gottfried who wrote (9451)	4/15/2003 10:50:55 PM
From: Return to Sender	Read Replies (2) of 95541

From Briefing.com: 8:23PM Teradyne beats by $0.02, issues Q2 guidance (TER) 12.38 +0.06: Reports a Q1 pro forma loss of $0.26 a share, $0.02 better than the Multex consensus. Revs rose 35% to $334.576 mln (consensus $325.4 mln). For Q2, co sees a pro forma loss of $0.16 to $0.24 (consensus -$0.16). 6:38PM Linear Tech reports in-line (LLTC) 31.98 +0.55: Reports Q3 (Mar) earnings of $0.19 per share, in line with the Multex consensus of $0.19; revenues rose 18.1% year/year to $153.8 mln vs the $151.9 mln consensus. 6:07PM Intel feeling a little more confident (INTC) 18.03 +0.87: -- Update -- On call, INTC notes that despite the usually seasonally weaker Q2 vs Q1, it is feeling a little more confident... adds that SARS, so far, is not affecting its business in Asia 5:57PM Microsoft (MSFT) 24.60 -0.15: -- Update -- On call, says there are no clear indications that demand for PCs or corporate spending are improving... for FY04, its current view is that PC unit growth will be in mid-single digits 5:55PM Intel comments on wireless business (INTC) 18.03 +0.87: -- Update -- On call, says Wireless weakness was exaggerated by price increase in price of flash... notes handset space moving to higher density Flash and that it is positioned to maintain market segment share. finance.yahoo.com Just adding a few notes that were not in earlier. RtS

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