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

To: Gottfried who wrote (9443)	4/15/2003 11:39:46 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95546

From Briefing.com: 9:30AM Intel to halt shipment of new Pentium 4 chips (INTC) 17.12 -0.04: The San Jose Mercury News reports Intel made an announcement on Monday to halt shipments of its new ultra fast Pentium 4 chips in light of an "anomaly" discovered by its validation team in a small number of chips over the weekend. 9:28AM Nasdaq technical levels : -- Technical -- From current levels, the index has initial support in the range of 1378 to 1380, followed by a more significant floor in the vicinity of 1367. To the upside, look for initial resistance at 1390 to 1392, followed by additional overhead at 1400. 8:38AM Corning to meet or beat Q1 guidance (GLW) 5.80: -- Update -- Co. expects "to be within or better than" its Q1 guidance ranges for revenues of $700 to $730 mln and for a net loss of $10 mln to $50 million, or $0.01 to $0.04 per share -- Multex consensus estimates call for a net loss of $0.03 per share and revs of $714.5 mln respectively. 8:34AM Corning expects to meet or beat for Q1 (GLW) 5.80: 7:57AM Novellus cut In-Line from Outperform at Goldman Sachs (NVLS) 27.35: Firm says it is left with too many unanswered questions to maintain its positive view on NVLS. Goldman notes that its checks indicate that NVLS is likely seeing a more pronounced impact from SARS than its competitors... NVLS shares are trading 3.7% lower in pre-market. 7:41AM Hewlett-Packard downgraded by Merrill Lynch (HPQ) 15.89: Merrill Lynch downgrades to Neutral from Buy, saying they are concerned the stock could be a value trap; firm is concerned about the co's dependence on hardware rev (IBM's hardware results weren't encouraging), the printer biz isn't likely to get better, and HPQ is being squeezed between IBM and DELL and time is not on their side; in addition, with merger synergies increasingly behind the co, the cost cutting story is becoming stale and the focus will increasingly turn to share gain/loss. 7:15AM EMC Corp cut to Underperform at First Albany (EMC) 7.81: First Albany downgrades to Underperform from Neutral because they believe that: 1) stock is overvalued at 101x projected 2003 EPS, 2) rev and EPS upside is limited in the near-term, 3) new hardware products will not command premium margins as they had in the past, 4) positioning itself as a major software vendor will be difficult, particularly without acquisitions, and 5) high voluntary attrition rate generates concerns about talent retention. finance.yahoo.com^SOXX+ALTR+AMAT+AMD+BRCM+EMC+GLW+HPQ+INTC+KLAC+LLTC+LSCC+LSI+MOT+MU+MXIM+NSM+NVLS+TER+TXN+XLNX+^IXIC+^NDX+^SPX+^VIX+^VXN+^STI.N+^STI.O+SMH&d=t >if NVLS' experience is duplicated by other equipment companies, we can look forward to staying in the trading range a while longer - at best.< I guess you know I agree with you at best but that I also think we either probably have put in a top recently or will do so soon for the SOX. Thank you for the kind words on my posting the information here. Hopefully this thread is a good source of information for all of us. Long or short I hope we all make a lot of money in 2003. RtS