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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: tejek who wrote (147729)6/18/2002 6:54:45 PM
From: TimF  Read Replies (1) | Respond to of 1579397
 
From Briefing.com: ORCL Oracle (8.98 -0.22) -- Update --On call, company says it sees no significant
improvement in tech spending for six months or more assuming a gradual improvement in the economy... On the
positive side, company expects a stronger upgrade cycle this fiscal year... stock at 9.30.

ORCL Oracle (8.98 -0.22) -- Update -- On conference call, company guides lower for Q1 (Aug) as it sees EPS of
$0.07 vs Multex consensus of $0.09... Q1 should continue to be a tough environment... stock at 9.07.

INTC Intel edges yet lower on charge (22.02 -0.54) -- Update -- NTC -0.77 vs 4 pm ET close to 21.25

INTC Intel to take $100 mln Q2 charge to exit web hosting biz (22.02 -0.54) -- Update -- Company expects to
wind down its web hosting service -- cites market trends for decision. The company will continue providing
services to existing customers over the next 12 months and will immediately begin working with those customers
to ensure a smooth transition. No new customer engagements will be pursued. Expects to take a pre-tax charge of
approximately $100 million in the second quarter, primarily affecting cost of sales. This charge was not reflected
in the company's mid-quarter update published June 6.

4:57PM Software higher -- PC's/Semiconductors lower : Prices vs 4 pm ET close -- Software names largely
retaining gains driven by Oracle's Q2 upside: ORCL +1.17, SEBL +1.55, MERQ +1.85, CHKP +0.49. PC and
semiconductor-related names selling off on guidance from AMD and Apple: AMD -1.70, INTC -0.48, NVLS
-0.24, AMAT -0.06, AAPL -2.56, DELL -0.50, HPQ -0.27

4:31PM Apple Computer warns for Q3 (AAPL) 20.15 -0.39: Company sees Q3 net earnings of $0.08.-$0.10 per
share vs the current Multex consensus estimate of $0.13 per share; sees Q3 revs of $1.4-1.45 bln vs the current
consensus estimate for revs of $1.61 bln; cites weakness in the consumer markets for shortfall.

4:27PM Advanced Micro drops on warning (AMD) 10.30 -0.50: -- Update -- AMD -0.80 vs the 4 pm ET close to
9.50.

4:19PM INTC slips 0.5% on AMD warning; DELL, AMAT off after-hours highs :

4:16PM Advanced Micro reduces outlook (AMD) 10.30 -0.50: -- Update -- Company sees Q2 sales in the range
of $620-$700 mln vs the current Multex consensus estimate for revs of $845 mln; expects a "substantial operating loss" for Q2.

Message 17620098

_______

North American Semiconductor Equipment Industry Posts May 2002 Book-to-Bill Ratio of 1.26

semi.org!OpenDocument

Message 17620180



To: tejek who wrote (147729)6/18/2002 7:09:49 PM
From: Tenchusatsu  Read Replies (2) | Respond to of 1579397
 
Ted, I only have a minor clue re: production. Everything I hear sounds like seasonal slowdown, at least here at Intel.

Tenchusatsu