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

To: Return to Sender who wrote (8741)	2/23/2003 5:07:03 PM
From: Nutty Buddy	Respond to of 95652

We're putting in a short term uptrend. Can it take hold...or will it die?? Here's the semi equipment moving average rating trend graph extracted from the next table below: home.mindspring.com ------ Updated intermediate term moving average strength tables for Friday's close. Each condition has its own color. Coding is also provided for 50 day EMAs, 200 day SMAs, and 200 day EMAs. See the legend at the bottom of the tables for an explanation of each condition: Semiconductor Equipment Stocks: home.mindspring.com Semiconductor Manufacturing Stocks: home.mindspring.com ________________________________________________________ Semiconductor Equipment Stocks Price To 50 and 200 Day EMA: home.mindspring.com Semiconductor Equipment Stocks Recent Debt-To-Equity and Cash Flow Stats: home.mindspring.com ___________________________________________________________ Other sectors and groups I currently follow: Software Stocks: home.mindspring.com REITS: home.mindspring.com Exchange Traded Funds: home.mindspring.com 250 Stocks I Follow: home.mindspring.com Sectors I follow (this one updates weekly): home.mindspring.com Buddy home.mindspring.com

To: Return to Sender who wrote (8741)	2/23/2003 7:52:45 PM
From: StanX Long	Respond to of 95652

Maybe this will help drive the next round of cooperate upgrades. The security aspect maybe valuable enough to offset some off the initial cost, Stan. Microsoft to Release Corporate Security Software Fri Feb 21, 1:11 PM ET news.yahoo.com REDMOND, Wash. (Reuters) - Microsoft Corp. (MSFT.O) on Friday said it will release software this summer allowing corporations to control access to sensitive internal documents, such as financial statements and e-mail. The new software could allow companies to prevent the increasingly common practice of sensitive internal memos being leaked to the Internet by setting tough rules on how such documents are passed around and printed, Microsoft said. The release comes as Microsoft pushes ahead with its "Trustworthy Computing" initiative, a bid announced last year and designed to make networks more secure and to head off criticism the company's own software has been too vulnerable to attack. In the most recent high-profile incident, the "SQL Slammer" computer worm slowed Internet traffic worldwide at the end of January by targeting corporate computer servers running Microsoft software. Redmond, Washington-based Microsoft said early, or "beta" versions of its Windows Rights Management Services for the Windows Server 2003 platform would be available by the second quarter of this year. Microsoft said software that has been enabled with rights management will allow users to control access to documents they have created, including whether the document can be forwarded, copied, or printed and whether a recipient can hold it indefinitely, or if it will expire after a certain time. Two development kits that will help software programmers build rights management into applications will be made available in the second quarter, Microsoft said.

To: Return to Sender who wrote (8741)	2/24/2003 12:58:55 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95652

10:20AM Sector Watch: Semiconductor : -- Technical -- Group rotates into positive territory and from an intrday perspective, continued posture above support at 292.60/292 leaves the door open for a run at the top of the now five day trading range at 295.44. If a sustained break is seen, the next resistance is at its 50/100 day sma (297.40/297.70). Range top for the Semi HOLDRs (SMH 23.16) is at 23.25. 9:31AM Oracle: downbeat chatter out of channel -- Thomas Weisel (ORCL) 12.24 -0.15: -- Update -- Thomas Weisel says its channel checks suggest that co's FebQ still depends on the final two weeks of the month (typically 50% of sales close in the last two wks). While firm's checks did not indicate that the qtr would miss mgmt's guidance, commentary on the overall selling environment continues to be cautious. 8:02AM Oracle CFO sees Q3 revs slightly positive -- Reuters (ORCL) 12.40: A Reuters article cites CFO Jeff Henley saying "This quarter, the February quarter will be a slightly positive revenue, we have to wait and see but I think there's a good chance of that," during a lunch in Sydney, Australia. Oracle's previous guidance was for revs to be flat to up 4 percent with earnings of $0.09 to $0.10 per share. 9:24AM Microtune gets favorable ruling on Broadcom patent dispute (TUNE) 1.19: TUNE announces that it obtained a favorable ruling on Friday in its patent infringement lawsuit against BRCM, as Federal Judge Paul Brown denied all of the summary judgment motions filed by BRCM. 8:24AM LSI Logic reaffirms Q1 guidance (LSI) 4.25: Co says it "expects to meet its 2003 first quarter guidance of revenues in the range of $370 million to $390 million." The co anticipates reporting a net loss, ex items, of about $0.18-$0.20 per diluted share -- Multex consensus estimates call for revs of $379.6 mln and a net loss of $0.19 per share respectively. 7:52AM Semtech guidance may be weak - First Albany (SMTC) 13.37: First Albany believes that SMTC's FY04 guidance is likely to be weak tomorrow due to weakness in most of the co's end markets, increasing competition, and loss of mkt share in the desktop power mgmt mkt; firm estimates that their $198 mln rev est could be as much as $10-$15 mln too high and EPS may be closer to $0.40-$0.45 per share (FY04 consensus $203 mln and $0.52); maintains Neutral rating and would be a seller of the shares in the mid- to upper-teens. 7:36AM Leading chipmakers to support Cisco wireless chip technology - FT (CSCO) 14.67: The Financial Times reports that CSCO will announce today that leading chipmakers such as INTC, TXN, ISIL, and AGR.A have agreed to adopt its Compatible Extensions wireless chip technology; CSCO is offering free licences to include the technology on chips, and IBM and HPQ have agreed to support it. 4:42AM QLogic is the subject of negative NY Times story (QLGC) 35.68: Article identifies several risks to the QLogic story, including competition from a new generation of technology. "They'll have to try to compete against the Intels and the Broadcoms of the world, and they don't have a prayer," says USB Piper Jaffray analyst Ashok Kumar. "It's a disaster waiting to happen." According to article, QLGC also faces the risk that one of its largest customers (Fujitsu) will exit the disk-drive biz. "You have technology transition risk, and you have customer risk," Kumar said. "These are clear and present dangers." finance.yahoo.com^SOXX+AGRa+ALTR+AMAT+AMD+BRCM+CYMI+INTC+ISIL+KLAC+LLTC+LSCC+LSI+MOT+MU+MXIM+NSM+NVLS+ORCL+QLGC+SMTC+TER+TUNE+TXN+XLNX+SMH&d=t