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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (24080)	1/23/2002 5:12:52 PM
From: Sully-	Respond to of 99280

17:06 ET Broadcom (BRCM) 45.38 +1.83: -- Update -- On conference call, company says it expects Q1 sales +3%-4% sequentialy (translates into $234-$236 mln), which is better than Multex consensus of $231.4 mln. Company expects to post a loss of $(0.10) which is the same as consensus. Company expects gross margin to improve to 50% vs 49% in Q4....stock at 42.54.

To: t2 who wrote (24080)	1/23/2002 5:13:34 PM
From: Sully-	Respond to of 99280

17:10 ET KLA-Tencor (KLAC) 53.00 +5.14: -- Update -- On their Q2 earnings conference call, the CEO says worst is behind industry, citing: better holiday consumer/PC sales, chip inventories coming into balance, chip prices showed relative strength in Dec, utilization is constrained in foundries, capacity for 0.18 micron is above 80%, and in general customer biz is geting better. Expects modest sequential increase in order patterns for the March qtr, and expects orders to improve in the 2H02.