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

To: The Ox who wrote (4089)	7/17/2002 9:30:44 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95422

From Briefing.com: Bernstein raises weighting in semi group Bernstein moves to a MKT WEIGHT rating from Underweight in the semi group due to valuation, and expects the group to beat estimates through the end of the year and into Q1; favorite stocks are: STM, TSM, AGR.A, and NVLS 8:43AM August Tech cut to Buy Adams Harkness -- reduced guidance (AUGT) 8.30: Adams Harkness Hill downgrades to BUY from Strong Buy after mgmt lowered Q3 guidance. Firm reduces its 2002 est to ($0.34) from ($0.03) and 2003 to $0.13 from $0.58. 8:41AM Motorola offers mixed guidance (MOT) 14.53: -- Update -- Dow Jones reporting from the call that MOT sees Q3 and Q4 EPS operating earnings of $0.05 and $0.14 vs current Multex consensus estimates of $0.04 and $0.11. However, sees revenues of $6.7 bln and $7.5 bln for these qtrs, below Multex estimates of $6.9 bln and $7.8 bln. Believes FY03 EPS of $0.45 is achievable; consensus is $0.44. 7:57AM NVIDIA lowered to Equal-Weight at Morgan Stanley (NVDA) 21.30: Morgan Stanley downgrades to EQUAL-WEIGHT from Overweight amid weak PC demand, GPU pricing pressure, and expectations for an Xbox inventory correction. Firm reduces FY03 est to $1.45 from $1.95 and FY04 to $1.65 from $2.25. Thinks stock remains attractive from long-term perspective. Price target $35. 7:41AM Metris reports EPS shortfall; not issuing guidance for remainder of year (MXT) 6.07: Reports Q2 (Jun) loss of $0.74 per share, $0.96 worse than the Multex consensus of $0.22. "Clearly we're disappointed with our results in the second quarter." The managed net charge-off rate was 15%; managed delinquency rate was 10.2% vs 9.8% in MarQ. "The Company is not issuing earnings guidance for the remainder of 2002." finance.yahoo.com