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

To: Return to Sender who wrote (8882)	3/4/2003 9:31:31 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95738

From Briefing.com: 3:16PM Digitimes article forecasts drop in WLAN card prices in 2H : An article in the Digitimes forecasts that prices for WLAN cards will see a decline from its current $16-$17 to as much as 20%-30% ending up in the $10 range in light of other players attempting to enter these markets. As these prices continue to exhibit a downward trend, a primary 802.11b chip player such as Intersil (ISIL) will be subject to average selling price erosion as new entrants undercut pricing and make it difficult to maintain its margins in its WLAN product segment. 11:00AM Broadcom technology used in Ericsson DSLAM product (BRCM) 14.20 +0.14: Announces that Ericsson has developed DSL central office equipment based on Broadcom's BladeRunner chipset. 9:21AM Cypress Semiconductor -- Update (CY) 6.15: Upon review of CY's announcement of revising its Q1 guidance from flat to an increase of 2%, it is important to note the nature of this marginal increase. The revision is attributed to demand for its wireless and computation products, which consist of everything from SRAM's to clock chips. The effects of this announcement could be considered as a negative for its primary competitor ICST as potentially taking market share. However, rumors are circulating on both sides that each co. is taking market share from each other and ICST's CEO has been very positive on the business lately. The end result of this announcement is probably a reflection of demand and not necessarily taking market share. 8:43AM Cypress Semi guides Q1 higher (CY) 6.15: Co. now expects revenue to grow approximately 2% to $178 mln vs the Multex consensus estimate of 174.7 mln; says qtr has been aided by stronger demand in the wireless and computation segments; co. still expects gross margin to improve 100-200 basis points to 42-43% in the current quarter and "to realize a slight improvement in profitability." 8:08AM Xilinx guides to high end of range (XLNX) 21.81: Revenues expected to be "at the high end of the guidance range of $285-$295 million" vs the Multex consensus estimate of $290.3 mln; gross margin target remains 59% - 60%. 6:59AM Tower Semicon co-CEOs to resign (TSEM) 2.41: Independent wafer foundry announces the planned resignation of co-CEOs Dr. Yoav Nissan-Cohen and Dr. Rafi Levin 6:55AM ATI Tech enters development pact with Nintendo (ATYT) 3.97: Under the technology development agreement, ATI and Nintendo are developing technologies for use in Nintendo products. No other details regarding the nature of this agreement are being made available at this time. finance.yahoo.com^SOXX+ALTR+AMAT+AMD+ATYT+BRCM+CY+ICST+INTC+ISIL+KLAC+LLTC+LSCC+LSI+MOT+MU+MXIM+NSM+NVLS+TER+TSEM+TXN+XLNX+^IXIC+^NDX+^SPX+^VIX+^VXN+^STI.N+SMH&d=t