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To: hueyone who wrote (1497)	1/11/2001 1:38:17 AM
From: tradeyourstocks	Respond to of 1881

I read the forward guidance once again and it sure sounds good right about now. If Bing says anything like this at the end of the month, this stock is gonna rock. For the fourth quarter, we expect our product revenue to grow approximately 20 percent from the third quarter, mainly constrained by wafer supply. Product gross margin is expected to expand to approximately 47 percent, based on expected cost improvement and assuming continued stable pricing environment for the markets we are in. Royalty revenue is expected to be greater than $10 million. Operating expenses are expected to result in an operating margin of greater than 35 percent. Our expected tax rate is approximately 35 percent for the fourth quarter and earnings per share are expected to be approximately $0.48. For the first quarter of 2001, we expect our product revenue to grow approximately 20 percent from the fourth quarter of 2000. Product gross margin is expected to expand to approximately 49 percent, based on expected cost improvement and assuming continued stable pricing environment for the markets we are in. Royalty revenue is expected to be greater than $6.0 million. Operating expenses are expected to result in an operating margin of greater than 37 percent.. Our expected tax rate is expected to be approximately 38 percent for the first quarter of 2001 and earnings per share are expected to be approximately $0.56. For fiscal 2001, we expect our product revenue to grow approximately 125 percent from fiscal 2000. Product gross margin is expected to expand to approximately 50 percent, based on expected cost improvement, additional products and applications and assuming continued stable pricing environment for the markets we are in. Royalty revenue is expected to be greater than $30.0 million. Operating expenses are expected to result in an operating margin of greater than 38 percent. Our expected tax rate is expected to be approximately 38 percent for fiscal 2001 and earnings per share are expected to be approximately $2.90," he said.

To: hueyone who wrote (1497)	1/12/2001 9:24:39 AM
From: Jerome	Read Replies (1) \| Respond to of 1881

From Market Guide... Semiconductor Index (.SOXX) 680.80 +29.92: Returning to our theme of following the money, Briefing.com notes that the chip sector has handily outperformed the market over the first couple weeks of the year... To date, the Philadelphia Semiconductor, or SOX, index is up 18%... More importantly, the price action over the past few weeks suggests that the bellwether index is establishing a solid long-term foundation... Given how far and how fast the index has run, and that it is bumping up against stubborn resistance in the 681-700 range, don't be surprised to see some backing and filling over the next few sessions... However, as long as support near 600 holds during the corrective period, Briefing.com contends that the chip sector will be well positioned for an intermediate-term assault on the 900 area... Several chip stocks showing similarly strong recovery patterns include Altera (ALTR 32 13/16 +1 7/16), Lattice Semi (LSCC 22 5/8 +1 1/4), Cypress Semi (CY 24 15/16 +1/4), and Silicon Storage (SSTI 15 3/4 +1 1/2).... Each of these issues has recently 1) taken out trendline resistance and 2) moved to, or through, their 50-day moving averages... Near- to intermediate-term price targets are at ALTR - 40, LSCC - 27, CY - 30, and SSTI - 20. -- Robert Walberg, Briefing.com Jerome