Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Donald Wennerstrom who wrote (5194)	8/30/2002 9:03:39 AM
From: Return to Sender	Read Replies (2) \| Respond to of 95501

So far the premarket does not look too bad. Maybe we drop a bit and then rally? Naturally we got another downgrade of the semi equips this morning after the NVLS mid quarter report. From Briefing.com: 7:39AM Semi Equips NVLS, AMAT, KLAC, LRCX cut Neutral from Buy at Merrill Lynch 7:37AM Nokia makes headway in mobile software (NOK) 13.42: The Financial Times reports that NOK has signed up Samsung as a new customer for its Series 60 smartphone platform; after the deal, NOK and software customers SI, Samsung, and Matsushita have a combined mobile phone mkt share of around 60%, giving NOK momentum in its battle to stop MSFT making headway in the mobile software arena. 7:37AM BellSouth trims 2002 outlook (BLS) 24.25: After the close, co trimmed 2002 guidance. Now sees EPS of $2.06-$2.13, representing a reduction of 7 cents per share from prior guidance. Current Multex consensus is $2.13. BLS cites continued softness in wireless revenues, a recently announced restructuring charge for Cingular Wireless, and continued weakening of economic indicators in BellSouth's domestic biz. finance.yahoo.com^SOXX+ALTR+AMAT+AMD+ATMI+BLS+BRCM+IDTI+INTC+KLAC+LLTC+LSCC+LSI+MOT+MU+MXIM+NOK+NSM+NVLS+TER+TXN+XLNX+^VIX+^IXIC&d=t RtS