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

To: The Ox who wrote (4291)	7/24/2002 6:01:37 PM
From: Return to Sender	Respond to of 95757

From Briefing.com: GSPN GlobeSpan Virata beats by a penny (2.97 -0.09) Reports Q2 (Jun) loss of $0.07 per share, $0.01 better than the Multex consensus of ($0.08); revenues fell 21.7% year/year to $45.8 mln vs the $43.6 mln consensus. 4:47PM Conexant misses by 4 cents, issues rev guidance slightly above consensus (CNXT) 1.95 +0.26: 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 3-5% sequentially (about $158.6-161.7 mln), vs consensus of $158.5 mln. 4:41PM Foundry Ntwks beats by three cents (FDRY) 6.78 +0.09: Reports Q2 (Jun) earnings of $0.04 per share, $0.03 better than the Multex consensus of $0.01; revenues fell 15.3% year/year to $75.0 mln vs the $64.0 mln consensus. 4:22PM Micrel matches estimates (MCRL) 13.38 +0.95: Reports Q2 (Jun) net of breakeven, in line with the Multex consensus of $0.00. 4:19PM Varian beats by two cents (VARI) 26.45 +1.95: Reports Q3 (Jun) earnings of $0.37 per share, $0.02 better than the Multex consensus of $0.35; revenues rose 7.4% year/year to $197.7 mln vs the $191.0 mln consensus. 4:18PM F5 Networks beats by a penny; provides mixed Q4 guidance (FFIV) 10.90 0.67: Reports Q3 loss of $0.05 per share, $0.01 better than the Multex consensus. Revs declined 6.7% to $27.06 mln (consensus $27.18 mln). For Q4, co sees a pro forma loss of $0.01-$0.03 on revs of $26-$27.5 mln (consensus -$0.03/$28.04 mln). 4:14PM Coherent beats by two cents (COHR) 23.07 +0.88: Reports Q3 (Jun) earnings of $0.10 per share, $0.02 better than the Multex consensus of $0.08; revenues fell 20.7% year/year to $95.9 mln vs the $100.1 mln consensus. 4:12PM Intersil beats by a penny (ISIL) 19.37 0.30: 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. 8:06AM Fairchild Semi upped to Strong Buy at Lehman (FCS) 19.96: Lehman upgrades to STRONG BUY from Buy. At a valuation of 17x (vs 5-yr median of 24x), firm finds stock compelling. 8:03AM Intl Rectifier upped to Buy from Mkt Perform at Lehman (IRF) 24.78: finance.yahoo.com RtS

To: The Ox who wrote (4291)	7/24/2002 7:04:36 PM
From: scott_jiminez	Read Replies (1) \| Respond to of 95757

Michael - you're absolutely on the ball regarding expensing options. Coke, Amazon and many other companies 'get it'. Today the country's largest pension fund, TIAA-CREFF, sent a letter to the CEOs of the largest ~2000 companies stating their strong desire to see option expensing. There are some here and elsewhere that continue to do the non-expensing jig, completely oblivious to the 9.0 earthquake mocking the markets. How about just eliminating options all together? Why not give stock directly (if anyone wants equity any more) - an 'option' much less open to abuse...and abuse is what options came to be all about. (and as for today: July 5th redux (i.e. vicious dead cat bounce) ...especially in light of the after hours news from AOL)