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

To: Donald Wennerstrom who wrote (10585)	7/13/2003 8:42:24 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95487

Applied Materials to cut more jobs, says report Semiconductor Business News 07/11/2003, 9:00 AM ET siliconstrategies.com SANTA CLARA, Calif. -- Heading into the Semicon West trade show next week, Applied Materials Inc. is planning to cut 2,000 more jobs, including management, according to a report from Reuters today (July 11). The cuts are part of an ongoing effort by Applied to reduce costs. It also represents the first big move made by Michael Splinter, the new chief executive of the chip-equipment equipment giant. In April, Applied named Splinter, a former executive at Intel, as president, chief executive officer (CEO) and a member of the board. Applied had set plans to cut 3,750 jobs, more than 20 percent of its staff, in its current fiscal year ending in October, according to the report. The expected job cuts are part of that figure, the report said. "We're probably expecting around 800 to 1,100 headcount reductions, with a focus on senior management," Banc of America Securities analyst Mark FitzGerald said in the report . "There's no doubt in my mind." Jay Deahna, the J.P. Morgan analyst, said that 1,400 jobs could be cut in the latest round this month, the report said.

To: Donald Wennerstrom who wrote (10585)	7/14/2003 10:16:34 AM
From: Kirk ©	Respond to of 95487

Don, you KNOW I love your tables of PEG, etc... but those showing what analysts are recommending. It reminds me of a cat herder trying to write a formula for the motion of cats. -snort!

To: Donald Wennerstrom who wrote (10585)	7/15/2003 1:30:30 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95487

The following data is from this past weekend. I decided to print it now to establish a baseline since so many upgrades and changes are taking place already this week and more will probably be made by the time the week is through. Note that at the bottom line, the closing price from last week exceeded the consensus target prices of the stocks. The third column shows the percent difference between the 2 prices. The fourth column shows the previous week's change in the target price for the stock(6 stocks had increases). The last 2 columns show the number of up and down estimates for the past 4 weeks. - Weekly - Change Momentum - 07/11/03 12 Mon 12 Mon Number Estimates - CLOSE Price Percent Price Changed in 4 wks SYMBOL PRICE Target Diff Target Up Down COHU 17.79 27 49 SMTL 5.90 8 36 WFR 11.23 15 29 AMAT 17.39 20 15 3 DPMI 22.10 24 9 5 HELX 14.92 16 7 KLAC 47.90 49 2 4 NVLS 37.32 38 2 1 PHTN 30.28 30 -1 1 1 FSII 4.58 5 -2 1 CYMI 37.13 36 -3 2 2 CMOS 9.88 10 -4 1 VECO 18.42 18 -5 BRKS 15.33 14 -9 2 1 LRCX 19.94 18 -10 1 ASYT 8.96 8 -11 1 3 TER 18.60 16 -14 1 ATMI 27.00 23 -15 1 LTXX 10.14 9 -16 1 PLAB 18.53 16 -16 UTEK 21.55 17 -22 1 ASML 11.20 9 -24 MTSN 3.98 3 -25 KLIC 7.54 5 -34 1 EGLS 1.75 1 -43 TOTAL 439.36 431 -2 11 5 18