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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

0.0%

Dec 26 4:00 PM EST

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To: Cary Salsberg who wrote (9603)	4/29/2003 4:47:56 PM
From: Kirk ©	Read Replies (2) of 95640

Nice report from MXIM biz.yahoo.com Flat revenue quarter but more profit and a doubling of the dividend. The important stuff is this paragraph I think where bookings are up: Third quarter bookings were approximately $308 million, a 14% increase over the second quarter's level of $271 million. Turns orders received during the third quarter were $165 million, a 19% increase over the $139 million received in the prior quarter (turns orders are customer orders that are for delivery within the same quarter and may result in revenue within the same quarter if the Company has available inventory that matches those orders). This is the highest level of turns orders that the Company has received since the first quarter of its 2001 fiscal year. Order cancellations were $4.6 million, a decrease of 41% from the prior quarter. Bookings increased over the second quarter's level in all major geographic regions except Japan, where bookings were down 5% sequentially. Twelve of the Company's 14 business units had improved bookings in the third quarter. Eleven of those 14 business units had a bookings increase of at least 10% over the previous quarter. maybe the market is turning up?

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