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Technology Stocks : Semi Equipment Analysis
SOXX 348.67+0.2%Jan 22 4:00 PM EST
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To: Proud_Infidel who wrote (29202)3/9/2006 2:47:36 PM
From: sixty2nds  Read Replies (2) of 95757
 
12:37 NSM National Semi reports Q3 results, guides Q4 revs above consensus (27.39 -0.64)

Reports Q3 (Feb) GAAP earnings of $0.37 per share, $0.06 better than the Reuters Estimates GAAP consensus of $0.31; revenues rose 21.9% year/year to $547.7 mln vs the $535.8 mln consensus. GAAP EPS includes cost reduction and restructuring charges, goodwill impairment loss, and a gain on sale of businesses. Reports Q3 gross margin 60.7% vs 57.6% street expectation. National anticipates that revenues will grow 2-4% percent during Q4, or roughly $559-570 mln vs. $555.64 mln consensus. In this revenue range, gross margin percentage would also be expected to improve slightly in Q4. The continued improvement in National's gross margin is a direct result of the co's focus on growing its higher-value Analog product portfolio. In the third quarter, gross margin was also aided by improvements in manufacturing volume and efficiencies. "Business conditions were stronger than we had originally anticipated... We reached our interim goal of 60 percent gross margin earlier than we expected and at the same time continued to gain market share in the analog standard linear market." (We are in touch with Reuters for comparable actual non-GAAP EPS figure)

12:35 NSM National Semi under pressure, initial support at 27.00, followed by Feb low of 26.62 (27.17 -0.87) -Update- -Technical-



12:32 NSM National Semi resumes trading (27.94 -0.34) -Update-
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