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

To: 2MAR$ who wrote (101)	12/13/2001 3:14:48 AM
From: 2MAR$	Read Replies (1) \| Respond to of 266

CSFB on Flash Chips : CSFB believes that data storage requirements are likely to lead to a shortage in the high-density flash mkt in mid-2003, with tightening supply becoming evident in late 2002. Firm estimates that data storage bit demand will more than triple that of code-storage mkt in 2003, driven primarily by requirements from 2.5G and 3G cell handsets. Briefing.com notes that one possible beneficiary could be SNDK, which has a sizable high-density flash biz

To: 2MAR$ who wrote (101)	12/13/2001 3:18:38 AM
From: 2MAR$	Respond to of 266

Macrovision plunges,($37-$32) App. Materials slips NEW YORK, Dec 12 (Reuters) - The shares of Macrovision Corp. (NasdaqNM:MVSN - news) tumbled sharply in extended hours trading on Tuesday, after the company became the latest to re-state earnings at the lower end of analysts' estimates. Macrovision's stock dropped to $32.01 in after-hours trading, well below its regular session closing level of $37.80. The Sunnyvale, Calif.-based supplier of copy protection technologies said it expected its business environment to remain ``challenging'' through the first half of the year. Applied Materials Inc. (NasdaqNM:AMAT - news) also saw active trading in the extended session, after the world's biggest maker of semiconductor-manufacturing equipment said it would reduce its workforce by 10 percent. Its stock price hit $44.40, from its regular close at $44.87. Elsewhere, the stock of McGraw Hill (NYSE:MHP - news) was steady at its closing price of $58.05 after it announced it would cut 5 percent of its workforce, and would absorb a pre-tax restructuring charge of $159 million.