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To: MulhollandDrive who wrote (16478)	8/29/2002 8:23:26 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 17639

From briefing.com 16:57 ET FLEX Flextronics (9.51 +0.17) Company reaffirms guidance for Q2 (Sep), sees EPS of $0.07-0.10 vs Multex consensus of $0.08. 16:46 ET NVLS Novellus comments on IT spending (24.29 +0.11) -- Update -- On its call, company says corporate spending has been very slow, but Q3 is seeing a slight uptick. Consumer spending has slowed and is more than offsetting the uptick on the corporate side... stock at 23.70. 16:43 ET NVLS Novellus suffers from push-outs (24.29 +0.11) -- Update -- On its call, company says bookings guidance of $220 mln could be "as low as $200 mln".....Over the last three weeks, NVLS has seen "significant push-outs from two key customers.".... stock at 23.62. 16:40 ET NVLS Novellus lowers bookings and shipment guidance (24.29 +0.11) -- Update -- On its conference call, company lowers Q3 bookings guidance to $220 mln vs July 22 guidance of $250 mln... shipments should be $245 mln vs earlier guidance of $260 mln due to push-outs from key customers.... stock at 23.70. 16:38 ET SUNW Sun Microsystems says no improvement in IT spending environment (3.83 -0.13) During mid-qtr update, says it has seen no improvement in IT spending environment, and notes some would say it has even worsened... expects fiscal Q1 revenues will now be closer to the bottom end (i.e. closer to 15%) of the 10-15% sequential decline range it previously provided, plus or minus a small amount... sees no significant change in gross margin rate or operating expense spending level versus Q4. 16:38 ET NVLS Novellus guiding lower (24.29 +0.11) -- Update -- On its conference call, company guides lower. Q3 revenue and EPS goes to $230 mln and breakeven vs Multex consensus of $250 mln and $0.10...stock at 24.06. 16:34 ET IDTI Integrated Device (13.65 +0.28) Company reaffirms for Q2 (Sep), still sees revs of $91.8 mln vs Multex consensus $93.5 mln. 16:20 ET FNSR Finisar (1.47 +0.06) Reports Q1 (Jul) loss of $0.07 per share, in line with the Multex consensus of ($0.07); revenues rose 37.3% year/year to $47.0 mln vs the $46.0 mln consensus. 16:10 ET HAIN Hain Food meets consensus, issues guidance (15.58 +0.08) -- Update -- Reports Q4 pro forma EPS of $0.11, in line with the Multex consensus; revs were $95.4 mln, vs consensus of $92.0 mln. Co forecasts Q1 pro forma EPS of $0.14-$0.17 (consensus is $0.20) and reaffirms FY03 EPS of $0.78-$0.84 on revs of $450-$470 mln (consensus $0.82 and $448.1 mln). 16:03 ET SBUX Starbucks August same store sales rose 7% (20.45 +0.59)