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

To: Return to Sender who wrote (7880)	12/27/2002 9:44:09 AM
From: Return to Sender	Respond to of 95541

From Briefing.com: 8:57AM New Intel chipsets to pressure graphics chip mkt, flash price hikes unlikely to stick (INTC) 16.69: Digitimes.com reports that the graphics chip mkt is likely to suffer a second hit from integrated chipsets in 2003 when INTC introduces several integrated products for its new-generation Banias and Dothan notebook platforms; however, SG Cowen believes this will have a minimal impact on ATYT and no impact for NVDA. In addition, Digitimes reports that some Taiwanese IC distributors are doubting whether INTC will be able to raise flash prices by its planned 20-40% on Jan 1 due to fast-growing supply. 8:11AM Silicon Storage cuts Q4 guidance (SSTI) 4.20: Cuts their Q4 forecast to a loss of $0.07-$0.10, vs previous guidance of a loss of $0.03-$0.05; co says shortfall is primarily due to avg selling prices that have declined more than expected. <SNIP> but Silicon Storage (SSTI 4.20) and oil company Unocal (31.65) both warned that profits would be slightly below expectations. finance.yahoo.com^SOXX+ALTR+AMAT+AMD+ATYT+BRCM+INTC+KLAC+LLTC+LSCC+LSI+MOT+MU+MXIM+NSM+NVDA+NVLS+SSTI+TER+TXN+XLNX+^IXIC+^NDX+^SPX+^VIX+^VXN+SMH&d=t RtS

To: Return to Sender who wrote (7880)	12/27/2002 11:24:18 AM
From: michael97123	Read Replies (1) \| Respond to of 95541

FYI RTS and thread, This double wednesday holiday scenario is exacerbating this malaise in the markets and i guess it will continue into next week. Cant get folks in at the same time to do business. When the holiday falls on tues or thurs everyone knows that there will be 2 four day weekends. Here we have four 5 day weekends in essence. Wednesday Christmas should be banned in the future. <ggg> Prediction is that there will be a strong rally beginning first week of january unless the international situation gets markedly worse. Some good news from NK and Venezuala will help. mike