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

To: Gottfried who wrote (3369)	6/3/2002 10:12:55 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95530

From Briefing.com: ISM Index 55.7% in May; slightly better than expected. The ISM Index rose to 55.7% in May from 53.9% in April; this was a bit better than the 55.0% consensus, but that will not be much of a surprise following the strong Chicago PMI number on Friday. The important orders index was up to 63.0% from 60.3%. Construction spending rose 0.2% in April, roughly in line with the -0.1% consensus. These reports were both a bit better than expected and could provide some support for the market, though not much. 9:59AM Xilinx weakness due to whisper estimates (XLNX) 32.77 -2.49: -- Update -- Hearing that this morning's weakness (-7.1%) is being attributed to whisper ests that the co would guide higher to 8-10% sequential rev growth, purportedly leading some to be disappointed with the co's sequential rev growth forecast of 8% (see 9:36 comment). 9:36AM Xilinx expects sequential rev growth of 8% (XLNX) 33.90 -1.36: According to their June update (just posted to co website), XLNX expects sequential rev growth of about 8% for the June qtr, which is at the high end of the 6-8% guidance given on April 18; also, June qtr shipments are expected to be non-linear, resulting in days sales outstanding of about 50 days (flat with last qtr), and 300mm transition is on track with initial production this qtr.