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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (735)	6/26/2001 5:00:20 PM
From: James Calladine	Respond to of 95639

WARNINGS: (FROM BRIEFING) <<<Photronics (PLAB) 24.14 +1.07: -- Update -- Company warns for Q3; sees earnings of $0.01-0.05 vs. current EPS estimate of $0.23; "the current environment is one of the most severe Photronics has experienced during its 32 year history. Our lack of visibility is exacerbated by the temporary wafer fab shutdowns being instituted by our customers as they attempt to reduce inventory levels and operating expenses." see press release. 3Com Corp (COMS) 4.84 -0.19: Reports Q4 loss excluding items of $0.61, four cents worse than the First Call consensus for a loss of $0.57; Q4 revenues were $468 mln vs. consensus estimate of $532.2 mln; see press release. Xilinx (XLNX) 43.86 +0.15: -- Update -- Company warns that June qtr revenues will fall 32% sequentially vs prior guidance of a 15-20% decline; also notes that gross margin will fall to 52%; cites decreased turns (orders that are booked and shipped in the same qtr) business. XLNX halted, but competitor ALTR trading down 1.65 after hours to 25.35.>>> Namaste! Jim

To: Return to Sender who wrote (735)	6/26/2001 5:27:04 PM
From: The Ox	Read Replies (2) \| Respond to of 95639

Just nibbling to test the waters. Like you mentioned, it was at the low end of the current trading channel so I picked it up as a speculative trade. Looking at the equip side of things, sure looks like most of the charts are starting to turn downward over the past few days. They have put in a pretty good base but I'm not sure it's going to hold up. I still expect to see some strength during the actual earnings releases in July. Unless we get real good news about order visibility, I would think it's going to be a very tough summer for this industry. finance.yahoo.com