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

To: Crossy who wrote (3178)	5/17/2002 9:10:36 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 95480

RE: "...into Amkor's 0.25 micron CMOS manufacturing line." I would interpret this as AMKR already owns a fab which has at least one 0.25 micron line.

To: Crossy who wrote (3178)	5/20/2002 2:59:43 PM
From: Return to Sender	Read Replies (2) \| Respond to of 95480

Two leading analog chipmakers raise revenue forecasts biz.yahoo.com By Duncan Martell SAN FRANCISCO, May 20 (Reuters) - Two diversified chipmakers on Monday raised their revenue expectations for the current quarter, citing strength in the wireless handset and flat-panel display markets. National Semiconductor Corp. (NYSE:NSM - News), a leading maker of chips used in handsets and displays, said it expects its fiscal fourth-quarter revenue to rise 12 percent to 13 percent from the prior quarter's $369.5 million, compared with earlier guidance of a 6 percent to 9 percent sequential increase. Rival Fairchild Semiconductor International Inc. (NYSE:FCS - News), which also sells chips into the same markets as National Semiconductor, said it expects revenue in the second quarter to be at the high end of its original guidance for a 3 percent to 5 percent sequential increase. "The recovery we began to see in the third quarter of 2001 continues to build strength," said Kirk Pond, Fairchild's chairman and chief executive. The two companies' increased outlooks are the latest sign that the chip industry, sector by sector, is slowly beginning to rebound from its worst year ever in 2001, when global chip sales tumbled more than 30 percent. "We also see improving demand for our analog products, along with strengthening demand from our customers in the Asia Pacific area," said Brian Halla, National Semiconductor's chairman and chief executive. Last week, another large maker of analog semiconductors, which helps translate sound, temperature and light into the digital language of computers, also forecast rising sequential revenue. Norwood, Massachusetts-based Analog Devices Inc. (NYSE:ADI - News) said it expects revenue in its fiscal third quarter to rise 8 percent, to $445 million, from second-quarter levels, fueled by its much stronger order rate in the just-completed quarter and a higher backlog at the beginning of the third quarter. Shares of Fairchild Semiconductor fell $1.14, or 3.9 percent, on the New York Stock Exchange. The stock was down on a separate announcement that the company planned to issue 20 million shares in a public offering, with South Portland, Maine-based Fairchild selling 13 million and another seller issuing 7 million shares. The extra shares could dilute earnings per share. Shares of National Semiconductor rose 83 cents, or 2.5 percent to $34.11 on the New York stock Exchange. The stock has risen 8.1 percent this year, compared with a 0.6 percent increase in Fairchild stock. National Semiconductor also said it plans to cut 150 jobs, or less than 2 percent of its total work force. The reductions will scale back efforts in some wireless networking technologies and narrow investment in the set-top box portion of its information appliance business. At the same time, Santa Clara, California-based National Semiconductor will shift some resources to support its fast-growing cellular handset and flat-panel display markets, as well in the analog power management sector. The company said it will take a charge for severance packages and other costs related to the job cuts in the fourth quarter, the results of which it will announce on June 6.