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.

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

To: Cary Salsberg who wrote (10041)	6/10/2003 8:54:49 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95572

Briefing.com makes its share of typos and grammatical errors. At least they always give us something to think or talk about! The latest here: NOK Nokia Mid-Qtr Update Review (17.96) -- Update -- Co stated that it expects Q2 EPS within guidance of Eur 0.13-0.16. In mobile phones, Q2 sales growth is expected to be positive but at the low end or below the guided range of 4%-12% year on year, with sales growth slightly less for the Nokia Group. Merrill Lynch views the comments as neutral to slightly negative, as networks outperformed but handsets came in lower than expectations. Firm also comments that a decline in ASPs is back. CSFB reiterates its Outperform rating as overall light sales and EPS guidance were in-line with expectations. While expects full yr sales growth to prove challenging, firm sees limited downside risk to its EPS est. BRCM MOT extends cable set-top box relationship with BRCM () The Co announced its extension of a supply agreement with Motorola to be a primary chip supplier of its cable set-top box technology through 2004. MOT's digital set-top box portfolio include services such as video-on-demand, interactive television and HDTV. BofA downgrades semi equipment stocks Banc of America downgrades AMAT, KLAC, NVLS, and LRCX to Neutral from Buy, and downgrades CMOS to Sell from Neutral; firm is not optimistic that the earnings power of the semi-equipment group going into 2004 can sustain the current rally, as slower growth, heightened competition, and lack of new applications suggest that industry profitability will fall short of the 1990's cycles. IBM IBM and IFX announce joint development of new MRAM technology (82.00) IBM and Infineon have announced the joint production of a 128kb Magnetic Random Access Memory or MRAM chip, which is claimed to be the smallest MRAM chip to date. The MRAM technology is expected to one day replace many of the current memory types in use such as DRAM, SRAM and flash memory finance.yahoo.com^SOXX+ALTR+AMAT+AMD+BRCM+CMOS+IBM+IFX+INTC+KLAC+LLTC+LRCX+LSCC+LSI+MOT+MU+MXIM+NOK+NSM+NVLS+TER+TXN+XLNX+^IXIC+^NDX+^SPX+^VIX+^VXN+^STI.N+^STI.O+SMH&d=t RtS