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

To: Crossy who wrote (1746)	1/24/2002 9:36:09 PM
From: Return to Sender	Respond to of 95625

Great link! - More from Briefing.com: 6:21PM Amkor Tech (AMKR) 17.79 +0.02: Files mixed shelf registration statement with the SEC for an aggregate sales price of up to $750 mln. 5:29PM PMC-Sierra (PMCS) 23.66 +1.95: -- Update -- During their Q4 earnings conference call, co expects Q1 revs to grow 5-15% over Q4, gross margin should improve slightly, and the co expects to break even sometime in 2002. Rev seems to be stabilizing, due to: falling inventories, which should be bled off by Q2; spot shortages of new products are becoming more acute; and customer consumption rates are growing. 5:06PM Actel Corp (ACTL) 20.60 +0.69: Reports Q4 (Dec) earnings of $0.04 per share, $0.03 better than the First Call consensus of $0.01; revenues were $32.1 mln vs Multex consensus (1 estimate) of $30.6 mln. No guidance in press release. 4:57PM Asyst Tech (ASYT) 15.29 -0.11: Reports Q3 (Dec) loss of $0.39 per share, $0.02 better than the Multex consensus of ($0.41); revenues fell 70.8% year/year to $37.3 mln vs the $36.1 mln consensus; company updates guidance for Q4; sees revenues in the range of $35-$40 mln versus the current consensus estimate of $36.8 mln. 4:52PM Atmel Corp (ATML) 7.98 +0.38: Reports Q4 (Dec) loss of $0.07 per share, in line with the Multex consensus of ($0.07); revenues were $284.6 mln vs the consensus of $293.1 mln. No guidance in press release. 4:51PM Axcelis Tech (ACLS) 13.20 -0.02: Announces resignation of CEO Brian Bachman, who is leaving co to pursue other endeavors. Current COO Mary Puma will take over the CEO responsibilities, effective immediately. 4:41PM Lam Research (LRCX) 22.30 +0.02: Reports Q2 (Dec) earnings of $0.03 per share, $0.03 better than the Multex consensus of $0.00; revenues fell 32.5% year/year to $259.2 mln vs the $257.9 mln consensus. 4:33PM Sanmina-SCI (SANM) 17.19 -0.91: Posts Q1 net of $0.03 a share, $0.01 worse than consensus, vs yr-ago EPS of $0.34. Rev was $2.406 bln (consensus $2.416 bln). Co warns for Q2; sees EPS of approx. $0.00 on rev of $2.275-$2.375 bln (consensus $0.09 and $2.513 bln). 4:33PM Avant! (AVNT) 19.78 +0.55: Reports Q4 (Dec) earnings of $0.72 per share, $0.07 better than the Multex consensus of $0.65; revenues rose 14.0% year/year to $106.2 mln vs the $104.7 mln consensus. Company guides higher for Q1; expects to post sequential revenue and earnings growth, or better than $0.72 and $106.2 mln vs current consensus estimates of $0.56 and $101.7 mln. 4:29PM Integrated Circuit (ICST) 24.50 +0.98: Posts Q2 net of $0.15 a share, in line with consensus, vs yr-ago EPS of $0.25. Rev declined 32% to $38.6 mln (consensus $38.4 mln). 4:13PM Pixelworks (PXLW) 14.28 +0.97: Posts Q4 net of $0.09 a share, $0.02 better than the Multex consensus and $0.01 above the First Call mean. Rev rose 25% yr/yr to $22.7 mln, slightly below $23.9 mln consensus. Co warns for Q1; sees rev of $21-$23 mln (consensus $25.6 mln). For FY02, sees rev in excess of $125 mln (consensus $135.9 mln). 4:12PM PMC-Sierra (PMCS) 21.86 +0.15: Reports Q4 (Dec) loss of $0.15, a penny better than the Multex consensus of ($0.16); revenues were $47.2 mln, a bit below the consensus of $49.8 mln. No guidance in press release. 4:06PM Microsemi (MSCC) 22.38 +1.20: Posts Q1 net of $0.17 a share, in line with consensus. Rev declined to $57 mln (consensus $58.1 mln). Co warns for Q2; sees sales falling 3%-7% sequentially vs the 2.8% sequential increase anticipated by analysts. 4:02PM Metalink Ltd (MTLK) 5.03 +0.33: Reports Q4 (Dec) loss of $0.22, a penny worse than the Multex consensus but in line with the First Call consensus; revenues were $1.7 mln vs the Multex consensus of $1.7 mln. 2:51PM Broadcom (BRCM) 44.92 -0.46 (-1%): -- Update -- Technical -- Has spent the day in negative territory but over the last several hours has drifted just off the best level of the day. Continued posture above support at 44.78 and more importantly 44.50 would allow for another recovery attempt short term. Initial resistance is at 45.40 with Wednesday's high at 45.95 . 1:22PM Cabot Micro (CCMP) 66.48 -6.21: -- Update -- Stock falling after company comments on call that copper products face a slowdown (see 12:54 comment); also, we removed a line from that comment suggesting that FY02 copper revs could be 2-2.5x greater than last year - others on the call heard that as FY01 over FY00, and we cannot confirm which is correct at this time. 1:18PM QLogic (QLGC) 48.45 -2.57 (-5.0%): -- Technical -- Stock falls to its worst levels of the session after failing support at 48.50. Look for subsequent support at 48.00 followed by an additional floor in the area of 47.10. The intraday tone would improve on a break above 48.65. 12:54AM Cabot Micro (CCMP) 69.46 -3.23 (-4.4%): -- Update -- During their Q1 earnings conference call, co says copper products (16% of revs) may face a near-term slowdown at some customers after last year's enormous growth, and are not expected to grow again until 2H02. finance.yahoo.com^SOXX&d=t Now we know why MSCC was falling. I bookmarked the Machine Vision site. Thank you, RtS

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