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

To: Donald Wennerstrom who wrote (1550)	1/6/2002 10:51:07 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95616

From Briefing.com: 10:18AM Merrill Lynch Q4 Earnings Preview : Aggregate revenues of 27 semiconductor companies followed by firm should be down 34% yr/yr and flat sequentially... Joe Osha said Intel's better performance has skewed those forecasts upward; Osha also thinks industry upturn will be more modest than what occurred in 1998, but notes it won't be an effective strategy for investors to wait for a Q1 selloff to buy the semi stocks... separately, Merrill Lynch thinks CY, SNDK, and ATML are at risk for disappointing March qtr. guidance as their checks indicate these companies are, at best, 60% booked for March qtr. finance.yahoo.com RtS

To: Donald Wennerstrom who wrote (1550)	1/7/2002 5:14:02 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95616

Altera Sees Sales Off 7 Percent Vs 3rd Quarter dailynews.yahoo.com SAN FRANCISCO (Reuters) - Specialty chipmaker Altera Corp. (Nasdaq:ALTR - news) on Monday narrowed its sales guidance for the fourth quarter, saying that revenues would decline about 7 percent from $174.2 million reported in the third quarter. Previously, the San Jose, California-based company said sales would decline 5 percent to 10 percent sequentially. Altera also said it would take charges of about $53 million for writing off inventory and writing down assets. ``It appears that we have seen the bottom of this cycle,'' John Daane, president and chief executive, said in a statement, referring to the cyclical semiconductor industry. ``We look forward to modest growth in the March quarter. The new guidance implies fourth-quarter sales of about $162 million. Analysts forecast sales at $164 million, according to Thomson/Financial First Call. ALTR is up 5% after hours. RtS