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

To: Donald Wennerstrom who wrote (3540)	6/17/2002 9:49:26 PM
From: Return to Sender	Respond to of 95579

Thanks Don. Here are a few other newsworthy semiconductor items that I don't believe I shared here today from Briefing.com: 3:37PM Tech Strategy : Soundview reiterates their confidence in sector's H2 performance; believes Q3 will "not be difficult" with growth expected for each of the next 4 qtrs; cites historical research that shows a correlation between y/y revenue growth with y/y changes in the prices of tech stocks. Firm anticipates most dramatic acceleration will occur in semi, semi equip, hardware sectors and recommends owning stocks that will enjoy the greatest shift from negative momentum in H1 to positive momentum in H2: including MU, CHRT, UMC, TSM, EMC, NSM, ALTR, and LSI. 2:40PM CIBC on Semiconductor Equipment : Firm seeing seasonal weakness in Flat Panel Display (FPD) shipments; thinks module prices are topping out, which should relieve pressure on firming street prices. According to firm's channel checks, capacity utilization remains at maximum levels, suggesting capacity expansion and equipment spending should remain strong. With FPD desktop monitor penetration still at relatively low levels, firm thinks demand for FPDs should remain strong regardless of economic conditions; reiterates positive outlook on FPD space, regardless of recent difficulties at Genesis (00C0 9.15 +0.13; rated Hold), which firm says are company-specific; identifies top picks as Strong Buy-rated Applied Films (AFCO 12.83 +0.24) and Photon Dynamics (PHTN 31.20 +2.42). 7:49AM Standard Micro beats by $0.01; warns for Q2 and Yr (SMSC) 22.23: Posts Q1 net of $0.02 a share, $0.01 better than the Multex consensus, vs a yr-ago loss of $0.10. Rev rose 10.3% to $34 mln (consensus $33.56 mln). For Q2, co sees EPS of ($0.01) to $0.01 (consensus +$0.03); puts FY03 net at $0.08-$0.12 (consensus +$0.17). 7:13AM Three-Five sees JunQ results at high-end of guidance (TFS) 9.05: Expects total revenues for the JunQ to be at the high end of previously stated range. TFS also sees earnings at the high end of its previously stated range. finance.yahoo.com^IXIC+^SOXX+^VIX+^TIC.O&d=t RtS

To: Donald Wennerstrom who wrote (3540)	6/18/2002 9:14:55 AM
From: robert b furman	Read Replies (1) \| Respond to of 95579

HI Don, Sitting here anxiously awaiting Orcl earnings ( after today's close) I think Orcl will hit their number .12 and maybe even get the whisper .13. Huge to the recovery turn around will be Orcl forward guidance that web based application server business is the next growth area. So far huge well financed companies ie GM and GE who have embraced internet (web based) application server strategies have led the old non tech manufacturers in becoming the new lean machines in the manufacturing sectors. This business will work its way down into many smaller businesses ie medical,insurance,smaller manufacturing. The efficiencies offered by internet based business models HAS ALREADY PROVEN ITSELF. As prices become cheaper this will be a huge growth area.Orcl leads this with their i suite.Orcl needs growth rather than database management maintenance. This could well confirm that IT spending is in fact alive and well - albeit in a non traditional area (databases of the big only) rather internet web based application server markets. JMHO If not it will probably be why we revisit and violate marginally 1387 on the NAZ. White knuckled and holding. Bob