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

To: Donald Wennerstrom who wrote (4140)	7/18/2002 7:30:06 PM
From: Gottfried	Read Replies (1) \| Respond to of 95420

Don, bpNDX increased to 35% today. the 35 stocks below all have PnF buy signals. Symbol Open High Low Close Volume ADRX 24.44 24.45 23.23 23.38 1000700 ALTR 13.06 13.35 12.61 12.65 8884500 AMCC 4.95 5.12 4.85 4.85 4290100 AMZN 15.92 16.59 15.53 15.55 6293000 APOL 35.25 35.58 34.15 34.55 1464000 BRCD 20.3 20.4 19.22 19.31 9957400 BRCM 19.55 20.23 18.93 19 8804300 CEPH 45.96 46.2 43.17 43.17 2003800 CHKP 14.09 14.22 13.64 14 3075300 CSCO 14.57 15.65 14.3 14.34 50682800 EBAY 61.47 62 60.17 60.45 10976000 ERTS 62.7 63.4 61.09 61.58 3245400 ESRX 46.99 47.85 45.26 45.68 937700 FLEX 8.5 8.9 8.47 8.53 13153700 GILD 34.35 34.5 32.62 32.9 4717100 HGSI 15.85 15.96 14.59 14.68 4112800 ICOS 14.34 16.2 14.05 16.14 2484000 IDPH 41.9 41.9 39.2 40.73 5671700 INTC 20.25 20.5 19 19.19 48215100 JNPR 9.08 9.19 8.76 8.93 9891900 KLAC 44.39 45.42 43.25 43.3 10258700 MXIM 41 42.06 40.24 40.5 7024000 NVDA 19.17 20.3 18.86 18.99 8461000 NVLS 30.71 31.49 29.8 29.95 6900500 NXTL 6.02 6.83 5.98 6.61 26203800 ORCL 10.28 10.7 9.95 10.05 61503400 PDLI 12.71 12.71 11.9 12.29 1375600 QCOM 30.16 31.2 30.01 30.37 14420000 QLGC 42.9 43.02 41.1 41.23 8528800 SEPR 10.08 10.08 9.53 9.56 814500 SPOT 23.52 23.84 22.93 22.97 762500 SYMC 32.67 32.85 30.34 31.57 8441600 TMPW 17.4 17.66 16.77 17.21 1663500 VRTS 18.35 18.85 18.14 18.38 10979300 YHOO 14.07 14.25 13.53 13.58 9580300

To: Donald Wennerstrom who wrote (4140)	7/18/2002 10:57:31 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95420

From Briefing.com: 6:52PM Photronics warns for Q3 (PLAB) 15.95 -0.56: Company warns that Q3 (Jul) revenues will be $96-98 mln and EPS of loss of $0.01 to $0.01 profit (Multex consensus $111 mln revs and EPS of $0.13 profit). Company says expectation for sequential growth did not materialize as result of recent softening in demand for reticle technology around the world, mainly in North American market, as well as, a weakened pricing environment. 6:12PM Chartered Semi beats Q2 consensus (CHRT) 19.93 -0.46: Reports Q2 (Jun) loss of $0.65 per share, $0.13 better than the Multex consensus of ($0.78); revenues rose 26.6% year/year to $127.5 mln vs the $115.2 mln consensus; issues Q3 (Sep) guidance of loss of $0.63-0.65 (consensus $0.61 loss). 6:12PM Chartered Semi beats Q2 consensus (CHRT) 19.93 -0.46: Reports Q2 (Jun) loss of $0.65 per share, $0.13 better than the Multex consensus of ($0.78); revenues rose 26.6% year/year to $127.5 mln vs the $115.2 mln consensus; issues Q3 (Sep) guidance of loss of $0.63-0.65 (consensus $0.61 loss). 6:12PM Microsoft (MSFT) 51.11 -0.89: -- Update -- On call, company provides color on PC shipments: MSFT continues to expect PC shipments in the low to mid-single digit range in fiscal 2003 (Jun 03); so basically no change here. Good news for INTC, AMD and the PC makers... stock at 50.70. 6:08PM Microsoft (MSFT) 51.11 -0.89: -- Update -- On call, company expects Q1 (Sep) revenue and EPS of $7.0-$7.1 bln and $0.42-$0.43 vs Multex consensus of $7.1 bln and $0.42, respectively... stock at 50.60. 6:06PM Microsoft (MSFT) 51.11 -0.89: -- Update -- On call, company expects fiscal 2003 (Jun 03) revenue and EPS of $31.4-32.0 bln and $1.85-$1.91 vs Multex consensus of $32.0 bln and $1.93, respectively... stock at 50.73. 6:05PM Microsoft guiding down full year revenue and EPS slightly (MSFT) 51.11 -0.89: -- Update -- Details to follow... stock at 50.80. 5:58PM Microsoft (MSFT) 51.11 -0.89: -- Update -- On call, company points out that its unearned revenue grew sharply. MSFT signed a lot of annuity agreements in Q4 (Jun), setting up good results to be booked in fiscal 2003 (Jun 03)... stock at 50.80. 5:54PM Microsoft (MSFT) 51.11 -0.89: -- Update -- On its conference call, company says the price cut for XBox to $199 resulted in stronger than expected unit sales... MSN continues to grow nicely... company is seeing solid demand for XP, especially in sales to businesses.... stock at 51.00. 5:51PM UTStarcom guides higher (UTSI) 20.67 -0.15: Company guides higher; sees Q3 earnings in the range of $0.27-$0.28 per share vs the $0.27 Multex consensus; sees full year earnings in the range of $0.99-$1.01 per share vs the consensus of $0.97 per share. 5:46PM QLogic (QLGC) 41.23 -1.57: On call, company says it sees Q3 revenues rising from Q2 levels by between 3%-8%... Puts sales between $104-108.9 mln v. consensus estimate of 100.35 mln... Expects EPS in Q3 of between $0.23-$0.27... Street was looking for gain of $0.24... Growth will continue to come from Fibre Channel sales, which posted double-digit sequential growth in Q2... Notes that continue to gain market share in key markets. finance.yahoo.com^SOXX&d=t Don, thanks for the kind words. I'm just happy to be a part of this great thread. Looks like the SOX is going back to 350 at least. Wish I had waited one day to go long on ALTR anyway. Thanks again, RtS