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

To: Crossy who wrote (1663)	1/15/2002 5:38:25 PM
From: Return to Sender	Respond to of 95611

More from Briefing.com. INTC earnings/cap ex bad for AMAT, KLAC and NVLS among others. More briefly <g> I just have to say Crossy that this is the kind of exchange of ideas and information that I have been hoping for on this thread. Picking out entry and exit points on a stock like FCS (which has been a good trading stock with the potential to break out higher later this year) is absolutely what we need to do in order to make ourselves some money. Low 20's seems right with a high end exit close to 30 until the cycle orders ramp up further. Tonight's updates from Briefing.com 4:26PM MIPS Techs (MIPS) 12.94 +0.74 (+6.1%): Announced Q2 EPS of ($0.05), in line with consensus; revs of $12.0 mln were lighter than consensus of $12.26 mln. 4:22PM Intel Reaction : Prices vs 4 pm ET close... INTC -0.38 selling off initially on company's earnings and guidance; sector peer AMD -0.06 edging lower as well; Chip equipment names getting hammered on the company's disappointing capex guidance... AMAT -2.70, NVLS -2.35, KLAC -2.40. 4:20PM Intel (INTC) 34.68 -0.16: -- Update -- Intel cuts 2002 capital spending projection to $5.5 bln from $7.3 bln in 2001; most market projections had been higher; AMAT, NVLS, and other semi equipment names under pressure on this news. 4:18PM Intel (INTC) 34.68 -0.16: -- Update -- Reports Q4 earnings of $0.15 per share before items, $0.04 better than the consenus; reports Q4 revs of $7.0 bln versus the consensus estimate of $6.85 bln; co expects Q4 rev of $6.4-$7 bln (consensus $6.63 bln). Co projects 2002 capital spending of approx. $5.5 bln (general range of expectations had been $5.5-$6.0 bln). 4:09PM Elantec Semi (ELNT) 42.54 +1.79 (+4.4%): Announced Q1 EPS of $0.10, $0.01 better than consensus; revs were $22.9 mln, ahead of consensus of $21.72 mln. 4:06PM RF Micro Device (RFMD) 18.21 -0.17: Reports Q3 net of $0.02 a share, in line with consensus. Rev was $100.6 mln (consensus $102.72 mln). Co guides down for the MarQ; sees EPS of $0.01 on rev of $90-$95 mln (consensus $0.04 and $106 mln). finance.yahoo.com RFMD earnings is doing no favors for the RF Semiconductor stocks. Tomorrow the SOX slips back below the 50 day moving average at 540. stockcharts.com[h,a]daclyyay[pb50!b200!d20,2][vc60][iUb14!La12,26,9!Lk14] How long will it stay there? I don't think it will stay down too long. RtS