Briefing.com Semi and Semi Cap News: 4:22PM Intel beats on top and bottom lines, issues Q4 guidance (INTC) 31.08 +0.28: Reports Q3 (Sep) earnings of $0.25 per share, $0.02 better than the Reuters Research consensus of $0.23; revenues rose 20.4% year/year to $7.83 bln vs the $7.72 bln consensus. Co expects Q4 rev to be $8.1-$8.7 bln (consensus $8.3 bln), gross margin to be 60% (plus or minus a couple points), and capex to be $3.6-$3.7 bln (vs previous expectation of $3.5-$3.9 bln).
4:55PM Novellus guides for Q4 (NVLS) 37.42 +0.47: -- Update -- On call, says it expects bookings of $230-245 mln in Q4 with best estimate at $235 mln; shipments between $210-225 mln with best estimate at $218 mln; SAB 101 revenues between $210-220 mln with best estimate at $214 mln; and EPS between $0.02-0.07 with best estimate at $0.05... Reuters Research consensus estimates are for EPS of $0.05 and revenue of $242.8 mln
4:48PM Novellus expects 5-10% bookings growth in Q4 (NVLS) 37.42 +0.47: -- Update --
4:47PM Novellus notes better conditions in Asia (NVLS) 37.42 +0.47: -- Update -- On call, says Japan and Korea are showing increasing capital expenditures with a bias "to pulling in versus pushing out"... notes Greater China near full capacity, and that if demand continues to increase, anticipates capacity expansion there beginning in 2Q04.... says customers in Europe and U.S. still cautious as a whole
4:21PM Novellus beats by $0.04, ex items (NVLS) 37.42 +0.47: Reports Q3 (Sep) earnings of $0.04 per share, excluding multiple ex items, $0.04 better than the Reuters Research consensus of $0.00; revenues fell 7.5% year/year to $221.1 mln vs the $220.3 mln consensus.
4:05PM Powerwave misses by a penny, ex items (PWAV) 7.50 +0.38: Reports Q3 (Sep) loss of $0.08 per share, excluding items, $0.01 worse than the Reuters Research consensus of ($0.07); revenues fell 30.8% year/year to $63.2 mln vs the $59.6 mln consensus.
LLTC Linear Tech beats by $0.01 (42.00 +1.04) Reports Q1 (Sep) earnings of $0.22 per share, $0.01 better than the Reuters Research consensus of $0.21; revenues rose 23.1% year/year to $174.8 mln vs the $170.8 mln consensus.
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