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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

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Dec 26 4:00 PM EST

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To: Gottfried who wrote (9972)	6/4/2003 7:56:54 PM
From: Return to Sender	Read Replies (1) of 95640

Semiconductors . . . Intel is scheduled to provide its mid-quarter update on Thursday, June 5 after the market close. Intel is likely to refine its revenue guidance towards the low end of its original range of $6.4 billion-$7.0 billion (-5.2% to +3.7% Quarter over Quarter; mid-point at $6.7 billion, -0.8% Quarter over Quarter). Expect revised guidance in the range of $6.4bn to $6.8bn (-5.2% to +0.7% Quarter over Quarter; mid-point at $6.6bn, -2.2% Quarter over Quarter). Etimates for motherboard shipments from the top-tier motherboard makers in Taiwan call for a 15% Quarter over Quarter decline in 2nd quarter (or -19% in normalized terms, which strips out the effects of incremental outsourcing and market share gains). Expect notebook shipments from the 4 major Taiwanese notebook makers to increase 4% Quarter over Quarter (or +1% in normalized terms). Since mobile processors account for an estimated 19% of Intel’s revenue in 2nd quarter, versus 47% for desktop processors, do not believe that the stability in mobile processors for notebooks can make up for the sequential decline in desktop processors. Analysts are thus maintaining our 2nd quarter revenue estimate at the low end of Intel’s guidance at $6.45billion (-4.5% Quarter over Quarter). 2nd Quarter GAAP EPS estimate is $0.11. 2020insight.com

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