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

To: Gottfried who wrote (1371)	12/6/2001 2:26:45 PM
From: The Ox	Respond to of 95397

Very telling, those last 4 years where the SOX and AMAT went up for the first week or so and then returned back to it's earlier Dec price before reversing back up. Thanks for pointing it out to us, G!

To: Gottfried who wrote (1371)	12/6/2001 6:10:50 PM
From: Return to Sender	Respond to of 95397

4:33PM Integrated Device (IDTI) 30.92: Expects revenues in Q3 FY02 to be down approximately 15-20%; cites the decline in economic and business conditions in Europe and Japan, and continuing customer sales channel inventory-reduction initiatives. 4:17PM Intel (INTC) 34.16 -0.45: As widely expected, co using mid-qtr update to raise guidance; increases Q4 revenue outlook to a range of $6.7-6.9 bln, as compared to the previous range of $6.2-$6.8 bln and current consensus of $6.626 bln. Says demand for microprocessors has been better than expected, trending in line with normal seasonal patterns; gross margin percentage is expected to be within the previous expectation and above the midpoint of the range. All other expectations are unchanged 4:06PM Advanced Micro (AMD) 16.25 +0.01: Company updates guidance for Q4; expects 10% revenue increase from Q3 which means revenues are expected to approximate $841.5 mln versus the current consensus estimate of $778.9 mln; company expects to return to profitability in Q2. 3:58PM Sanmina (SANM) 24.45 +0.40 (+1.7%): Making late move as index funds buy stock to reflect increased weighting following completion of SCI acquisition; estimated that funds will need to purchase roughly 8 mln shares of SANM stock. 12:29AM National Semi (NSM) 33.00 +0.38 (+1.2%): -- Update -- Stock resumes trading. Bidding up off its worst levels of the session. NSM +0.38 at 33.00. 12:13AM National Semi (NSM) 31.64 -0.98 (-3.0%): -- Update -- Reports Q2 net loss of $0.26 per share, $0.05 better than the consensus estimate; Q2 revenues came in at $366.5 mln versus the consensus estimate of $358.3 mln; for Q3 the company expects revenues in the range of $350 to $370 million versus the current consensus estimate of $363.6 million; gross margins and operating expenses are expected to be in line with the second quarter. 11:48AM Sector Watch:Semiconductor : -- Technical -- Slightly extension of today's pullback in recent trade with LSI -3.6%, XLNX -3%, NVLS -3%, ALTR -2.6%, LSCC -2.4% and NSM -2.2% pacing the way. Next support for the SOX index is at 570 with a stronger floor at 560 (200 day simple ma/38% retrace of this week's sprint). Key to neutralizing the very short term weaker bias is a rebound back through 580/582. 8:05AM Conexant (CNXT) 17.50: Elects Dr. Hossein Eslambolchi, chief technology officer of AT&T and president of AT&T Laboratories, to a newly established seat on the company's board of directors. finance.yahoo.com