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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Fred Levine who wrote (762)	3/6/2002 3:53:46 PM
From: Ian@SI	Read Replies (1) \| Respond to of 25522

Fred, I think that the WSJ did a column on the differences between Home and Professional a while back. (It's one of the Thursday Technology columns dealing specifically with PCs. If you subscribe, you may be able to get the back column. I think the key difference was Networking support, but I don't know. Re digital camera: I suspect the real ease of use once all devices have bluetooth (high speed wireless) incorporated. To my knowledge, it's not in the PCs or the cameras yet. Another area that I haven't researched as I don't have a current need. Ian

To: Fred Levine who wrote (762)	3/7/2002 1:11:41 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

National's Q1 sales increases 1% sequentially, but expects 6-9% growth in Q2 Semiconductor Business News (03/07/02 13:03 p.m. EST) SANTA CLARA, Calif. -- National Semiconductor Corp. today reported revenues of $369.5 million for its third fiscal quarter ended Feb. 24, a 22.3% drop from $475.6 million in the like period a year ago, but a 1% increase from $366.5 million in the previous quarter. The company also reported a loss of $37.8 million, or minus $0.21 a share, in the quarter, compared to a profit of $39.2 million, or $0.21 cents a share, in the like period a year ago. In the previous quarter, National reported a loss of $46.6 million, or $0.26 a share. "Our bookings momentum during the third quarter shows that our strategy and our programs are working," said Brian L. Halla, chairman, president and CEO of Santa Clara-based National. "We not only increased National's bookings by 22% sequentially, but we also grew orders year-over-year and had a positive book-to-bill for the first time in six quarters," he said. "We still have work to do," Halla said, "but talking about 'growth' and 'improvements' is refreshing." Overall, third-quarter bookings increased 22% sequentially from the second quarter, and 16% compared to the year-ago quarter, according to the company In fact, the month of February showed the strongest year-over-year growth for the company. Display chip products, which includes flat-panel displays and traditional CRTs, led the quarter with dramatic growth sequentially and year-over-year. Wireless handset IC products, including power management, audio chips and wireless application-specific solutions, also saw stronger bookings during Q3. Bookings for PC products showed significant year-to-year growth. But application-specific products for wireline markets, meanwhile, continued to show declining bookings, according to National. In the fourth quarter, National projects its revenues will increase by 6-9% over the third quarter-somewhere in the range of approximately $390-to-$405 million. Gross margin percentage should also improve over the third quarter, resulting in lower net loss per share.