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

To: Return to Sender who wrote (4290)	7/25/2002 12:00:01 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95383

More from Briefing.com: Applied Micro (AMCC) 4.38 +0.29: AMCC turned in earnings and revenues line with consensus ests last night; however, analysts remain on the sidelines due to ltd visibility and weak communications growth. UBS Warburg believes the long product development cycles will prevent AMCC from generating improved performance for the next several qtrs; cuts their 2002 revenue est to $127.8 mln from $138 mln and price target to $7 from $10. Thomas Weisel notes co's "great balance" sheet but continues to believe that AMCC's discounted valuation should not be looked at as a buying opportunity .. Soundview is more optimistic and reiterates their Outperform rating on minimal downside risk. Conexant (CNXT) 1.95 +0.26: After close, reports Q3 pro forma loss of $0.22, $0.04 worse than the Multex consensus; revs were $154.0 mln, vs consensus of $151.4 mln. Expects Q4 rev to increase 3-4% sequentially (about $155.9-$157.5 mln), vs consensus of $158.5 mln. ESS Tech (ESST) 17.05 +1.24: After close, reports Q2 earnings of $0.36 per share, in line with the Multex consensus. Revs 32.5% to $86.0 mln (consensus $84.99 mln). Reiterates EPS/rev guidance provided Jun 24. Intersil (ISIL) 19.37 +0.30: After close, reports Q2 (Jun) earnings of $0.16 per share, $0.01 better than the Multex consensus of $0.15; revenues rose 26.4% year/year to $175.5 mln vs the $172.1 mln consensus. LSI Logic (LSI) 6.75 -0.04: After close, reports Q2 (Jun) loss of $0.06 per share, $0.03 better than the Multex consensus of ($0.09); revenues fell 5.9% year/year to $437.8 mln vs the $430.4 mln consensus; sees pro forma third quarter loss of about $0.02 per share vs the current consensus estimate for a net loss of $0.04 per share. Applied Materials (AMAT) 16.55 +0.97: Led by Applied Materials, chip equipment stocks snap back along with rest of market... Other winners included KLA-Tencor (KLAC 42.33 +1.41), Teradyne (TER 15.95 +0.60), Credence (CMOS 12.62 +0.77) and CREE (CREE 14.69 +0.40)... Kulicke & Soffa (KLIC 7.49 -0.10) was a notable laggard. finance.yahoo.com RtS