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

To: The Ox who wrote (2772)	4/15/2002 4:32:17 PM
From: robert b furman	Read Replies (1) \| Respond to of 95456

Per CNBC: NVLS reports an adjusted loss of .02.Narrower loss than estimated.Better than expected earnings the result of a growing backlog. Stock is trading in after hours up 1.61 - 1.30 @ 50.05 -50.36. Just announced but looks good -there was some confusion in the numbers but a beat the expectation description. Now let's get TXN to also follow the better than expected and be in the black!!! Bob Edit TXN out just announced Pro-Forma Numbers are a positive income of .01.That's a better than expected sales from a chip maker in consumer land as in cell phone sales.Lookin good.

To: The Ox who wrote (2772)	4/15/2002 9:40:53 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95456

Michael I have been looking over AXTI. I agree that it does look like a good long term entry point as of today's close. Volume is not high so it is not a great trading stock as you suggested. The stock closed at 8.88 today and could trade back up to 11 with enough strength in the SOX or related stocks. Here is the chart that I just ran: stockcharts.com[h,a]daclyyay[pb50,200!d20,2][vc60][iUb14!Uk14!La12,26,9]&pref=G This is the last information I have from Briefing.com on the stock's earnings posted on Feb 6, 2002: AXT Inc. matches estimates; updates guidance (AXTI) 9.83 -0.08: Reports Q4 (Dec) loss of $0.17 per share, in line with the Multex consensus of ($0.17); revenues fell 59.7% year/year to $15.4 mln vs the $13.3 mln consensus; company updates guidance for Q1; sees net loss in the range of $0.14-$0.16 per share versus the current consensus estimate for a net loss of $0.14 per share; sees Q1 revenues flat to 5% higher than Q4. Thanks, RtS