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.

Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (38755)	1/7/2003 1:20:32 AM
From: Johnny Canuck	Respond to of 69866

Reuters RESEARCH ALERT-CSFB cuts wireless semi view Monday January 6, 12:00 pm ET NEW YORK, Jan 6 (Reuters) - Credit Suisse First Boston on Monday said analyst Michael Masdea had cut his per-share profit forecast for several wireless semiconductor makers, citing risks such as "unsustainable over-ordering" by customers. ADVERTISEMENT Masdea cut his earnings per-share view for RF Micro Devices Inc. (NasdaqNM:RFMD - News) for 2003 to $0.04 from $0.06 and for 2004 to nil from $0.08. He widened his per-share loss forecast for Skyworks Solutions Inc. (NasdaqNM:SWKS - News) for 2003 to $0.08 from $0.04 and cut his 2004 per-share profit view to $0.05 from $0.10. Masdea also cut his forecasts for Kopin Corp. (NasdaqNM:KOPN - News) and TriQuint Semiconductor Inc. (NasdaqNM:TQNT - News). Shares of RF Micro closed at $8.10 Friday on the Nasdaq Stock Market and shares of Skyworks at $9.32. [Harry: Not sure why the KOPN downgrade. HBT has not been a significant part of revenues the last few Q's. Growth has come from market share gains from cyberdisplay for video camera. Blue light LED's will be a new growth segment for KOPN this year. Demand current is twice industry capacity. Price is an issue though.]