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To: SusieQ1065 who wrote (65)	10/19/2001 4:22:25 AM
From: 2MAR$	Read Replies (1) \| Respond to of 266

CREE ( $19-$16) PE 54 Cap 1Bil ...1Q earnings fell to 11 cents a share NEW YORK, Oct 11 (Reuters) - Semiconductor maker Cree Inc. (NasdaqNM:CREE - news) said on Thursday that earnings for the first quarter ended Sept. 23 fell to 11 cents per share, excluding amortization, down from a year-ago's 17 cents a share and in line with expectations. ADVERTISEMENT The Durham, North Carolina, maker of semiconductor materials said that including intangible amortization related to its purchase of wireless chip company UltraRF, net income was $6.46 million, or 9 cents a share. Analysts expected the company to report earnings of 10 cents a share in the first quarter in a range of 10 cents to 12 cents a share, according to Thomson Financial/First Call. During its July conference call, Cree told investors to expect earnings of 10 cents to 12 cents a share, excluding intangibles. Cree revenues rose 13 percent to $43.2 million from $37.6 million a year-ago and gross margins increased to 46 percent, a 7.5 percent rise from the fourth quarter, the company said. Cree makes silicon-carbide based electronic devices, including high brightness blue, green and white light-emitting diodes, or LEDs, which are used in products like cell phones. The semiconductor industry is suffering from weak sales related to poor demand for the products that have chips in them, such as cell phones, telecommunications networks, and personal computers. On Wednesday, cell phone and chip maker Motorola Inc. (NYSE:MOT - news) lowered its industry-wide outlook, saying it expects chip sales to fall 25 percent to 30 percent in 2001. Cree shares, which are off their lows but still far from their 52-week high of $64.13, closed on the New York Stock Exchange on Thursday at $19.37, up 8.45 percent, or $1.51.

To: SusieQ1065 who wrote (65)	10/22/2001 1:25:10 AM
From: 2MAR$	Read Replies (1) \| Respond to of 266

EMLX ( $20-$24+) PE=137 ? Cap= $42Bil .... nudges ahead of forecast, shares rebound siliconinvestor.com COSTA MESA, Calif., Oct 18 (Reuters) - Emulex Corp. (NasdaqNM:EMLX - news), a storage equipment maker, on Thursday posted a sharp net loss for its fiscal first quarter, but operating earnings of $7.5 million still edged ahead of forecasts. Schafer recalls answering: "I have been reading a lot about this Microsoft application called Exchange." Microsoft Exchange is an application that centrally stores e-mails and contact lists and lets users retrieve them from anywhere in the world. It also comes with a useful array of collaboration tools including shared calendars and public folders. Click here to find out more For the first quarter ended in September, pro forma net income, including deferred employee compensation, acquisition write-offs and a one-time inventory write down, Emulex reported a net loss of $40 million, or 49 cents per share, compared with $12.9 million, or 17 cents, for the year-earlier quarter. Excluding these one-time items, operating net income dropped to $7.5 million, 9 cents per diluted share, compared with $12.9 million, or 17 cents per share, in the year-ago quarter. The latest quarter's results were 1 cent per share ahead of the 8 cents forecast by analysts surveyed by Thomson Financial/First Call, which surveys broker estimates. Revenues slipped to $52.7 million, down 5 percent from the $55.5 million reported for the same quarter a year ago. Following the report, Emulex shares gained as much as 96 cents to $21.01 in after-hours trading, erasing the 4.6 percent drop in the Emulex stock price during the regular session on Nasdaq on Thursday. Near the end of September, Emulex said it took a write down of excess and obsolete inventories amounting to about $13.6 million associated with slowing demand for older generation one gigabit, or billion pit per second, data products. A switch to newer generation ``2 gigabit'' adapters used to connect computers to storage devices was occurring faster than expected, it said. Chief Executive Paul Folino said in a statement the company was taking several unspecified actions to control expenses. It said it was pushing its sales force to focus on winning new accounts that will allow it to boost market share when business demand rebounds. ``Although business had been tracking to expectations, we experienced a pause in shipment and order activity in the aftermath of the terrorist attacks on September 11, which modestly reduced results for the first fiscal quarter,'' he said. The executive said that, while demand for the company's products had shown some improvement recently, ``the prevailing demand trend amid fluctuating order patterns and the full economic impact of the terrorist events on upcoming quarters are difficult to gauge.''

To: SusieQ1065 who wrote (65)	10/22/2001 1:47:12 AM
From: 2MAR$	Read Replies (1) \| Respond to of 266

Ooops missed --->PDYN +100% ($1.47-$345) soars after Q3 report siliconinvestor.com Despite 80 percent jump, one analyst voices concern By Barbara C. Costanza, CBS.MarketWatch.com Last Update: 11:03 AM ET Oct. 17, 2001 LARGO, Fla. (CBS.MW) -- Investors scampered to buy shares of Paradyne Networks, sending shares up nearly 80 percent Wednesday morning, as a result of the company posting third-quarter revenue that came in better than the company's expectations and significantly higher earnings compared with analysts' estimates. But one isn't screaming for investors to buy the stock just yet. FRONT PAGE NEWS U.S. averages hold their own amid earnings deluge Key OPEC players' pact may help oil prices Stocks to watch: El Paso, AMR, Amback, AEP and more D.C. postal worker has with inhalation anthrax Market news and more! Sign up to receive FREE email newsletters Get the latest news 24 hours a day from our 100-person news team. The digital subscriber line and service level management equipment provider (PDYN: news, chart, profile) reported net income for the third quarter of 2001, which includes one-time items, of $1.5 million, or 5 cents a share. That's better than the loss of $18.1 million, or 55 cents a share, in its second quarter of 2001. Paradyne's pro forma earnings for the third quarter of 2001 totaled $1.6 million, or 5 cents a share, while analysts were looking for a loss of 13 cents a share, according to First Call. Revenue totaled $34.2 million, up from the company's previously announced target of about $24 million to $28 million and 21 percent higher than the prior quarter. Broadband revenue continued to represent the major portion of the company's total revenue at 75 percent, or $25.6 million. Narrowband revenue totaled $7.5 million, while service and royalties accounted for the remaining $1.1 million. Despite the company's revenue outpacing estimates, gross margins in line with his estimates and the company achieving positive earnings on a pro forma basis, Joseph Bellace analyst for Jefferies & Companies isn't screaming for investors to buy the stock. Bellace's concern is based in the company's current contract with Broadband Technologies, which is valued at about $43 million to $46 million. Management told investors that it has already received $6.6 million from the contract, with $17 million coming in the December quarter and $26 million coming in the March quarter. "At the present time, we do not anticipate the company will be awarded a major contract with revenues in 2002 to replace the BB Technologies contract," said Bellace. This has forced the analysts to maintain his "hold" position on the stock. Robertson Stephens analyst Paul Johnson doesn't have a rating on Paradyne but did up his fiscal 2001 and 2002 estimates to reflect Broadband Technologies' contract with the company. Paradyne's cash position improved for the second consecutive quarter, rising from $23 million at the end of the second quarter of 2001 to $27.2 million at the end of the third quarter of 2001. The report did, however, prompt Dain Rauscher to up its opinion of the stock to "buy." Shares were last trading up $1.52 to $3.64. Barbara C. Costanza is earnings editor of CBS

To: SusieQ1065 who wrote (65)	10/31/2001 3:28:48 AM
From: 2MAR$	Read Replies (1) \| Respond to of 266

AHAA ( $21-$28-$22) PE 145 Cap=$bil reports revs down 56% and squeezes up 5+ pts , and loses them all back in a week<g> siliconinvestor.com posts Q2 loss. sees Q3 loss WOBURN, Mass., Oct 17 (Reuters) - Integrated circuit maker Alpha Industries Inc. (NasdaqNM:AHAA - news) on Wednesday posted a second quarter loss of $2.6 million and said it should again be profitable in early 2002 after another quarterly loss. The Woburn, Massachusetts-based Alpha said its quarterly loss equaled 6 cents a share, compared with a net loss of $3.9 million, or 9 cents, in the first quarter of fiscal 2002. In the year earlier quarter, net income was $10.6 million, or 24 cents a share. Net sales were helped by better-than-expected sales of wireless handsets and totaled $33 million, or well under half the $73.2 million in the same quarter a year earlier, Alpha said in a news release. ``On balance, we expect rising handset sales to generate modest overall revenue growth in our fiscal 2002 third quarter and a more substantial increase in Q4,'' CEO David Aldrich said. ``We estimate that our bottom line will improve, with our net loss ranging from 2 cents to 4 cents per share in the December quarter and a return to profitability in the March quarter.'' (- Michael Connor - Miami newsroom, +1 305-374-5013, fax +1 305-358-6317, or michael.connor@reuters.com))

To: SusieQ1065 who wrote (65)	11/3/2001 11:01:06 AM
From: SusieQ1065	Read Replies (1) \| Respond to of 266

ANAD ($12-$17) EPS -$2....Beat by 5 cents..Oh Gee...only lost 52 cents per share..how lovely..and maybe just maybe they'll be profitiable next year! Thursday November 1 4:11 PM ET Anadigics Stock Up After Repeating Rosy View CHICAGO (Reuters) - Shares of circuit and chipmaker Anadigics Inc. (Nasdaq:ANAD - news) jumped almost 16 percent on Thursday after company officials reiterated a rosy view of growth prospects at a Prudential Securities conference. Shares of the Warren, New Jersey-based company rose as much as 15.7 percent to a session high of $17.20 on Nasdaq. It closed up $1.89, or 12.7 percent, at $16.75. Since the beginning of the week, the stock has risen 24 percent. Anadigics repeated comments last week that it hit bottom in the third quarter, and earnings and revenues will start heading back up in the fourth quarter, led by demand for wireless and CDMA, or code division multiple access, products. ``We've been talking quite a bit about the progress we're making in power amplifiers for CDMA handsets,'' Anadigics spokesman Richard Hantke said. CDMA is a series of radio frequency standards for wireless communications. He added that company executives, in meetings with investors, have emphasized strong growth prospects. At the conference in New York, officials showed new wireless telephones from Sweden's Ericsson (ERICb.ST) (Nasdaq:ERICY - news), Verizon Communications (NYSE:VZ - news), and Sprint Corp. (NYSE:FON - news) -- all sporting its power amplifiers. Anadigics also reinforced at the conference that its wireless business will surge 80 percent in the fourth quarter from the third quarter, with the CDMA piece of the business almost tripling, Hantke said. Lehman Brothers analyst Joseph To said Anadigics has seen strong demand in its CDMA business, as well as sales from a new customer, Kyocera Corp. (6971.T) of Japan. To said company officials also will speak at an industry conference next week, when he expects positive comments about the wireless business. The supplier of radio- and microwave-frequency integrated circuits last week posted a third-quarter net loss of $22.4 million, but said it expects to return to profitability in the second half of 2002. Anadigics also reiterated that fourth-quarter revenues would be in the range of $18 million to $18.5 million, compared with $16.3 million in the third quarter.