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

To: Return to Sender who wrote (2839)	4/18/2002 4:40:15 PM
From: The Ox	Read Replies (2) \| Respond to of 95432

Triquint reports Q1, advises on Q2 --4:28pm - By Barbara C. Costanza TriQuint Semiconductor (TQNT) reported its first-quarter results and advised investors about its second quarter after the market closed Thursday. The company posted a second-quarter loss of $2.2 million, or 2 cents a share, in line with the company's previous forecast. Revenue for the quarter totaled $62.4 million. Analysts polled by First Call anticipated a loss of 1 cent, on revenue of about $62.5 million. For the second quarter, the company anticipates similar results with revenue in the range of $60 million to $63 million and per share results between breakeven and a 2-cent loss. Currently, analysts expect a loss of 1 cent, on revenue of about $63.7 million. Shares closed down 69 cents to $12.20 ahead of the news. Microsoft misses earnings target, takes charges (DOWN $4 after hours) Sun Microsystems Q3 loss 1c, revenue $3.1b (DOWN 4% after hours) Not looking very good for tomorrow....

To: Return to Sender who wrote (2839)	4/18/2002 10:00:51 PM
From: JSLyons	Read Replies (1) \| Respond to of 95432

Hi RtS, I'll bring you up to date on my recent trades and current BUY/SELL points, using AIM. Generally, each trade represents a minimum of 7-10 pct of total equity value. I can't seem to make the columns line up, so I'll present them in sentence form. ASYT next buy 14; next sell 21.5; last trade - sell 19.09 ATMI next buy 26.08; next sell 38.40; last trade-Sell 34.93 AXTI next buy 9.02; next sell 12.61; last trade - buy 9.25 KLIC next buy 16.87; next sell 24.75; last trade-sell 21.43 MKSI next buy 24.59; next sell 38.72;last trade -sell 34.11 I just closed out AIM accounts in ASYS and TRKN and liquidated my equity positions. While I am upbeat on the semi cycle, I fear we may yet get some serious shakeout that could hurt these weaker players. Besides, I wanted to lock in good gains and be ready for other opportunities. Best rgds, Jonathan