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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (5151)	1/23/2003 6:03:05 PM
From: Proud_Infidel	Respond to of 25522

5:54PM PMC-Sierra offers in line Q1 revenue guidance (PMCS) 6.12 +0.31: -- Update -- On call, says it is likely that Q1 (Mar) revenues will be essentially flat versus Q4 levels (i.e. $52.6 mln) but says there is a small chance for a modest increase... current Multex consensus is $52.5 mln... separately, added that there is no significant end market improvement in sight... PMCS -0.16 at 5.95

To: Proud_Infidel who wrote (5151)	1/23/2003 6:06:40 PM
From: Proud_Infidel	Respond to of 25522

4:22PM Lattice Semi reports in line (LSCC) 8.95 +0.08: Reports Q4 (Dec) earnings of $0.06 per share, in line with the Multex consensus of $0.06; revenues rose 10.7% year/year to $57.7 mln vs the $57.2 mln consensus. 4:22PM Integrated Device misses by $0.01 (IDTI) 7.84 +0.45: Reports Q3 (Dec) loss of $0.20 per share, $0.01 worse than the Multex consensus of ($0.19); revenues fell 1.4% year/year to $79.0 mln vs the $79.8 mln consensus. 4:21PM Genesis Microchip beats by $0.02 (GNSS) 16.60 +0.54: Reports Q3 (Dec) earnings of $0.09 per share, $0.02 better than the Multex consensus. Revs rose 3.5% year/year to $51.6 mln vs the $50.6 mln consensus. For Q4, co sees revs flat with Q3 level of $51.6 mln (consensus $50.7 mln). 4:38PM Microchip beats by a penny, issues Q4 guidance (MCHP) 22.60 +0.79: Reports Q3 (Dec) earnings of $0.18 per share, $0.01 better than the Multex consensus of $0.17; revenues rose 20.5% year/year to $171.0 mln vs the $174.9 mln consensus. Expects Q4 EPS of $0.18 and expects flat to up-low single digits sequential rev growth (roughly in-line with consensus).