Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Iris Shih who wrote (22993)	8/20/1999 7:24:00 PM
From: Clint E.	Read Replies (1) \| Respond to of 69352

>>>>Can you believe intc at 80? I couldn't believe the price at 70! >>>dell broke its downtrend with good volume the other day. If we rally next week, it is one of the stocks to buy. >>>>Are we going to have pre-holiday celebration earlier this year? Or these are just the option jitters. You mean ahead of Labor day? We could. You know what I think about next week's FMOC meeting. I wonder what others. especially in the financial media, think and say. Have a nice one. Clint

To: Iris Shih who wrote (22993)	8/22/1999 6:27:00 PM
From: Iris Shih	Read Replies (1) \| Respond to of 69352

ADC falls, Q3 revenues below expectations CHICAGO, Aug 19 (Reuters) - Shares of ADC Telecommunications Inc. fell about 7.0 percent Thursday as investors focused on lower-than-expected revenues in the company's third quarter earnings report, which was released late Wednesday. ''There was a little bit of weakness in the sales figures,'' said Mark Cavallone, analyst with S&P Equity Group. ''Revenues relative to the Street consensus were about 2 percent off.'' Around midday Thursday, shares of ADC were off 3-1/16 at 40-13/16 on Nasdaq on turnover of more than 3.6 million shares. Minneapolis-based ADC, a provider of software for communications networks, reported third quarter operating earnings of $0.37 per diluted share compared to $0.30 in the year-ago period. A consensus of analysts' estimates pegged ADC's third quarter profits at $0.34, according to First Call/Thomson Financial, which tracks such data. Revenues were $444.1 million, compared to $362.5 in the year-ago quarter but analysts' noted flat earnings in the company's Integrated Solutions services unit. ''(Integrated Solutions) sales were $52 million, sequentially flat and below our estimate of $62 million,'' ABN-AMRO analyst Kenneth Leon wrote in a research note. Both analysts said ADC expected its Integrated Services clients to resume their interest for the fourth quarter and revenues should rebound. ''Any time you see weakness in revenues for a tech company it's a little disquieting, but the (ADC's) revenue outlook for the future is good,'' Cavallone said.

To: Iris Shih who wrote (22993)	8/22/1999 6:30:00 PM
From: Iris Shih	Respond to of 69352

Semis fomr another thread: SEMI btb/orders/shipments geocities.com:80/WallStreet/5464/eqporders.gif AMAT price vs SEMI orders geocities.com:80/WallStreet/5464/amat_prc.gif KLIC price vs SEMI orders geocities.com:80/WallStreet/5464/klic_prc.gif KLAC price vs SEMI orders geocities.com:80/WallStreet/5464/klac_prc.gif To: Richard Palm (8065 ) From: Richard Palm Wednesday, Aug 18 1999 9:00PM ET Reply # of 8072 UPDATE - SEMICONDUCTOR EQUIPMENT ESTIMATED EARNINGS AND P/Es ANNUALIZED 18-AUG LATEST QTR FY 2000 FY 2001 STOCK CLOSE FY END EARNINGS P/E CONSENSUS P/E CONSENSUS P/E AMAT 65 1/16 OCT 2.44 26.7 2.78 23.4 ASYT 25 3/4 MAR -0.92 -- 0.23 112.0 1.81 14.2 BRKS 23 7/8 SEP 0.08 298.4 0.85 28.1 COHU 37 5/16 DEC 1.92 19.4 3.35 11.1 EGLS 18 1/4 DEC 0.00 -- 0.84 21.7 KLAC 64 3/8 JUL 1.12 57.5 1.74 37.0 2.65 24.3 KLIC 23 3/8 SEP -0.12 -- 1.46 16.0 LRCX 50 9/16 JUN 1.12 45.1 2.51 20.1 3.00 16.9 MTSN 12 JUN -0.04 -- 0.59 20.3 NVLS 56 1/2 DEC 1.24 45.6 2.99 18.9 PRIA 28 9/16 SEP -0.68 -- 0.77 37.1 SFAM 10 1/4 MAY -6.32 -- -0.26 -- 1.17 8.8 SMTL 10 11/16 SEP -0.80 -- 0.39 27.4 SVGI 11 7/8 SEP -0.24 -- 0.52 22.8 TER 66 DEC 1.60 41.3 3.22 20.5 UTEK 13 7/8 DEC -0.20 -- 0.49 28.3 VECO 32 7/8 DEC 1.40 23.5 1.98 16.6 VSEA 21 3/8 SEP -0.44 -- 0.69 31.0