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


To: Return to Sender who wrote (1398)12/10/2001 11:23:53 PM
From: Return to Sender  Respond to of 95411
 
4:50PM Xilinx (XLNX) 40.61 -0.39: Company announces it expects December qtr revenues to be lower sequentially by 5%; this amounts to guiding higher as a 5% sequential drop would represent revenue of $213.4 mln versus the current consensus estimate of $208.5 mln.

4:27PM Microsemi (MSCC) 34.77 -0.83: Company announces it has received a $7.5 million 18-month contract for its military/aerospace and in-flight entertainment products from Rockwell Collins Inc.

4:11PM Cirrus Logic (CRUS) 14.36 -1.14: Company announces it has completed its acquisition of Stream Machine Company; Cirrus estimates it will take a one-time non-cash charge in the December quarter for acquired in-process research and development in the range of $14-$20 mln related to the acquisition; the acquisition is anticipated to be accretive to pro forma EPS within three quarters following the closing.

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