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Strategies & Market Trends : Technical analysis for shorts & longs

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To: Johnny Canuck who wrote (39957)	7/23/2003 4:34:58 AM
From: Johnny Canuck	Read Replies (1) of 69339

PXLW Conference call Guidance: Rev 34 to 36 mil TV segment revs up 10 to 20 perc q-q Projector segment revs up 10 perc q-q Monitors segment revs down up to 10 perc q-q 1/3 of sales for next q is already in backlog Current Q: Monitor sales up 40 perc y-y, down 7 perc q-q Projector sales up 60 perc y-y, down 11 perc q-q TV sales up 101 perc y-y, u[p 79 perc q-q DSO 28 days, long term target 30 to 35 days Cahs 109 mil BTB significantly > 1 GM 44 to 44.5 perc No 10 perc customers in advance TV in Q. Analyst asked about wafer pricing. He referred to decrease capacity available. This is the first time I have heard this. [The foundaries may be a good investment (UMC, TSM, CHTR) then. If capacity is finally start to fill up then, the GM should start to increase. Given that we are going into to Christmas, manufactuers will have to ramp capacity to fill Christmas order. So given even flat to modestly up demand, the fabs should do well for the next 3 quarters.]

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