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

To: Crossy who wrote (1723)	1/22/2002 6:24:04 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95640

<LARGE GRIN - On the Book-to-Bill> More from Briefing.com: 5:41PM Motorola (MOT) 13.53 -0.72: -- Update -- Company reports Q4 net loss of $0.04 per share, $0.01 better than the consensus estimate; reports Q4 revenues of $7.3 bln versus the consensus estimate of $7.5 bln; guidance: "expects to incur losses in the first and second quarters of 2002, we expect to return to profitability in the second half of the year and be profitable for the full year." 5:35PM Applied Micro (AMCC) 9.81 -0.60: -- Update -- On call, company indicates that it sees Mar qtr revenues of around $30 mln (vs Multex consensus of $42.9 mln); also says that its breakeven qtrly revenue is around $60 mln and will be reached before Mar 2003; CEO says "we don't see a way to be less than $70 mln in a year's time." 5:20PM Vitesse Semi (VTSS) 12.36 -0.64: -- Update -- Hearing that on its conference call, VTSS guides Q2 to $39-43 mln in revenues and a loss of $0.10-0.12, in line with current Multex consensus estimates of $42 mln and a loss of $0.11; stock trading off slightly to 11.85 after hours. 5:20PM Novellus (NVLS) 36.23 -1.61: -- Update -- During Q&A, company clarified its earlier statement (see 17:04 InPlay). Management said itdisclosed the reversal of the accrual at the mid-qtr call. However, whether it was fully accounted for in analyst estimates remains uncertain because it was a sell side analyst who asked the question initially and there was enough confusion for a follow-up question on the topic from another analyst. Probably a few analysts did not include it. Bottom line, probably a non-issue as stock is not reacting. 5:17PM Integr Silicon Solut (ISSI) 11.70 -0.79: Reports Q1 (Dec) loss of $0.37 per share, $0.10 worse than the Multex consensus of ($0.27) -- not the First Call consensus estimate was for ($0.28); revenues fell 76.9% year/year to $15.1 mln vs the $14.7 mln consensus. 5:13PM Alliance Semi (ALSC) 11.22 -0.19: Reports Q3 (Dec) loss of $0.27 per share, $0.13 worse than the Multex consensus of ($0.14); revenues fell 90.1% year/year to $6.3 mln vs the $6.7 mln consensus. 5:05PM Integrated Device (IDTI) 25.09 -2.19: -- Update -- On call, says it is comfortable with current consensus estimate of pro forma loss of $0.09 per share for fiscal Q4; for FY03, beginning April, forecasts revenues of $426 mln and EPS of $0.16 (current Multex consensus is $425.4 mln and profit of $0.11)... IDTI +1.41 at 26.50 5:04PM Novellus (NVLS) 36.23 -1.61: -- Update -- Some more color on Q4 EPS. As we reported earlier, the company reported $0.12, a penny better than expected. However, during Q&A, company said that Q4 was helped by a reduction in management bonuses. In other words, the expense accrual charged in Q2 and Q3 was reversed in Q4 giving NVLS a bump on the EPS line. Without this bump, the quarter would have been about break-even, which is around $0.11 shy of consensus. In fairness, it's not clear whether the analysts had already worked this event into their estimates, but it is something to consider. finance.yahoo.com I picked up 2000 shares of IDTI in after hours at 26.29 Thanks for the Book-to-Bill... RtS