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

To: Donald Wennerstrom who wrote (3060)	5/7/2002 8:38:08 PM
From: Return to Sender	Respond to of 95474

Semiconductor Stocks Raising Guidance: ACLS ALTR ARXX BHE CHPC CHRT CRUS CYMI ELNT EMKR ESST FCS IDTI ISIL JBL KLIC KOPN LLTC LRCX MCHP MCRL MKSI NSM NVDA NVLS PSEM PSIT PWER QLGC RFMD SLAB SMTL SSTI TER TXN VSEA XLNX ZRAN finance.yahoo.com List includes semiconductor related stocks. Added tonight was QLGC. From Briefing.com: QLGC QLogic guides higher for June qtr (38.26 -3.74) -- Update -- On call, says it expects overall revenues in fiscal Q1 (Jun) to be up 3-8% on a sequential basis... That implies revenues in the range of $95.07-$99.68 mln (Multex consensus is $92.26 mln)... Separately, expects fiscal Q1 pro forma EPS of $0.20-0.24 (consensus $0.21)... QLGC +3.49 at 41.75 RtS

To: Donald Wennerstrom who wrote (3060)	5/7/2002 9:40:30 PM
From: Return to Sender	Read Replies (2) \| Respond to of 95474

Don I think the market is unlikely to remain higher for too long based on the good news from CSCO and other companies like QLGC tonight. The more I look over the current situation the less I think we can turn this market (SOX and NASDAQ) around without more evidence of a broad based technological recovery. At least I do not believe the market can turn here without finding a solid level of support. Today's action and even tomorrow's will not find us there. We need INTC, MU, AMAT, NVLS, MOT, NOK, ALTR, TXN, CSCO, MSFT, QCOM, ORCL, SUNW and many others to step up and state firmly that they see strong and continuing demand. RtS