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Technology Stocks : Earnings: Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: SusieQ1065 who wrote (86)	11/12/2001 7:39:16 PM
From: 2MAR$	Read Replies (2) \| Respond to of 266

UBS Warburg expects Applied Materials (AMAT) to hit 4Q views when it reports after the bell Wednesday, but primary focus will be on January order and shipment guidance. UBS believes AMAT may miss 4Q gross order guidance by about 20%. Visibility remains poor, so firm only expects guidance for 1Q, which is historically flattish compared to 4Q, though 1Q likely to reflect continuing industry weakness. UBS sees 1Q rev guidance of $800M$900M, and says company will begin to take losses unless additional cost cutting actions are taken. (TG)

To: SusieQ1065 who wrote (86)	12/6/2001 9:29:37 PM
From: keithcray	Read Replies (2) \| Respond to of 266

Hello Beautiful---->Here's a wrapup on INTC Intel (INTC) 34.16 -0.45: Intel is trading up fractionally afte rhours as there was little surprise in the company's upward guidance. Most analysts had been expecting Intel to guide to the higher end of its previous range: $6.2-$6.8 bln. Q4 revenue outlook has been upped to $6.7-$6.9 bln as demand for microprocessors has been better than expected, trending in line with normal seasonal patterns. Gross margin percentage was also affirmed....Company declined to provide much additional detail on the conference call. However, the transition to P4 is happening more quickly than expected and management expects to double P4 shipments in Q4 vs Q3....A nugget during Q&A was that the company believes it is continuing to take market share in the microprocessor business. As such, it'll be interesting to watch AMD as it guided higher just before the Intel call....All in all, the call went pretty much as expected and did little to change our opinion. The stock has almost doubled since late September partly in anticipation of a bullish mid-qtr call. Well, you got it. What's the catalyst now? Briefing.com expects the stock to take a bit of a breather here as it is trading at a forward p/e multiple above 55x. A key number will be the cap-ex guidance from the company to be provided in January as it'll have a big impact on the semi equipment stocks. -- Robert J. Reid, Briefing.com