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

To: Gottfried who wrote (10676)	7/21/2003 9:18:58 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95473

Semiconductor Equipment . . . The North American Semiconductor Equipment Industry reported a monthly book-to-bill ratio of 0.93 for June, up from a revised 0.90 ratio in May. Moors and Cabot's estimate for June was 0.92, so this report appears to be a bit better than expected. However, bookings of $720 million came in just below revised May 2003 level of $724 million and 39% below the $1.17 billion in orders reported in the year-ago period. Cymer downgraded at Lehman to Equal-Weight from Overweight, citing valuation as well as their belief that investors may not have factored in potentially weak 2nd half 2003 orders and profits. The firm firm sees a more attractive entry point under $30. The firm cuts target to $30 from $37. Semiconductors . . . DSP Group reported 2nd quarter earnings of $0.26 per share, excluding net $0.07 in ex items, $0.07 better than the Reuters Research consensus of $0.19. Revenues rose 20.8% year/year to $38.5 million versus the $38.0 million consensus. Genesis Microchip CEO resigns effective immediately. The company's CFO will serve as interim CEO until such time as Mr. Donegan's successor is determined. "I strongly disagree with the memorandum opinion recently issued in the litigation between the company and Silicon Image pending in the United States District Court for the Eastern District of Virginia. However, in the best interest of the company and its stockholders, I have resigned effective immediately." Boxmakers . . . Lexmark reported net earnings of $101.7 million, or 77 cents a share, up from 67 cents a share in the year-earlier period, but a penny a share shy of the forecast. The printer maker indicated that third-quarter earnings would be 63 to 73 cents a share, below analyst projections of 80 cents, due to concerns over softness in corporate and consumer spending and pricing pressures. Revenue for the latest quarter rose 6 percent to $1.12 billion, matching expectations, and is expected to see percentage growth in the "low to mid-single digits" in the third quarter. RobBlack.com MarketWrap robblack.com

To: Gottfried who wrote (10676)	7/22/2003 9:36:42 PM
From: Gottfried	Read Replies (1) \| Respond to of 95473

bpNDX stays at 78% [WFMI added and QLGC dropped] Jul09 Jul10 Jul11 Jul14 Jul15 Jul16 Jul17 Jul18 Jul21 Jul22 AAPL AAPL AAPL AAPL AAPL ALTR AAPL AAPL AAPL ALTR ALTR ALTR ALTR AMAT ALTR ALTR ALTR AMAT AMAT AMAT AMAT AMGN AMAT AMAT AMAT AMGN AMGN AMGN AMGN AAPL AAPL AMZN AMGN AMGN AMGN AMZN AMZN AMZN AMZN ALTR ALTR APCC AMZN AMZN AMZN APCC APCC APCC APCC AMAT AMAT APOL APCC APCC APCC APOL APOL APOL APOL AMGN AMGN BBBY APOL APOL APOL BBBY BBBY BBBY BBBY AMZN AMZN BEAS BBBY BBBY BBBY BEAS BEAS BEAS BEAS APCC APCC BMET BEAS BEAS BEAS BMET BMET BMET BMET APOL APOL BRCD BMET BMET BMET BRCD BRCD BRCD BRCD BBBY BBBY BRCM BRCD BRCD BRCD BRCM BRCM BRCM BRCM BEAS BEAS CDWC BRCM BRCM BRCM CDWC CDWC CDWC CDWC BMET BMET CEPH CDWC CDWC CDWC CEPH CEPH CEPH CEPH BRCD BRCD CHKP CEPH CEPH CEPH CHKP CHKP CHKP CHKP BRCM BRCM CHRW CHKP CHKP CHKP CHRW CHRW CHRW CHRW CDWC CDWC CIEN CHRW CHRW CHRW CIEN CIEN CIEN CIEN CEPH CEPH CMCSA CIEN CIEN CIEN CMCSA CMCSA CMCSA CMCSA CHRW CHRW CMVT CMCSA CMCSA CMCSA CMVT CMVT COST COST CIEN CIEN COST CMVT CMVT CMVT COST COST CPWR CPWR CMCSA CMCSA CPWR COST COST COST CPWR CPWR CSCO CSCO COST COST CSCO CPWR CPWR CPWR CSCO CSCO CTAS CTAS CPWR CPWR CTAS CSCO CSCO CSCO CTAS CTAS CTXS CTXS CSCO CSCO CTXS CTAS CTAS CTAS CTXS CTXS DELL DELL CTAS CTAS DELL CTXS CTXS CTXS DELL DELL DISH DISH CTXS CTXS DISH DELL DELL DELL DISH DISH DLTR DLTR DELL DELL DLTR DISH DISH DISH DLTR DLTR EBAY EBAY DISH DISH EBAY DLTR DLTR DLTR EBAY EBAY ERICY ERICY DLTR DLTR ERICY EBAY EBAY EBAY ERICY ERICY ERTS ERTS EBAY EBAY ERTS ERICY ERICY ERICY ERTS ERTS ESRX ESRX ERICY ERICY ESRX ERTS ERTS ERTS ESRX ESRX EXPD EXPD ERTS ERTS EXPD ESRX ESRX ESRX EXPD EXPD FAST FAST ESRX ESRX FAST EXPD EXPD EXPD FAST FAST FHCC FHCC EXPD EXPD FHCC FAST FAST FAST FHCC FHCC FISV FISV FAST FAST FISV FHCC FHCC FHCC FISV FISV FLEX FLEX FHCC FHCC FLEX FISV FISV FISV FLEX FLEX GENZ GENZ FISV FISV GILD FLEX FLEX FLEX GILD GILD GILD GILD FLEX FLEX GNTX GILD GILD GILD GNTX GNTX GNTX GNTX GENZ GENZ HSIC GNTX GNTX GNTX HSIC HSIC HSIC HSIC GILD GILD IACI HSIC HSIC HSIC IACI IACI IACI IACI GNTX GNTX ICOS IACI IACI IACI ICOS ICOS ICOS ICOS HSIC HSIC INTC ICOS ICOS ICOS INTC INTC INTC INTC IACI IACI INTU INTC INTC INTC INTU INTU INTU INTU ICOS ICOS IVGN INTU INTU INTU IVGN IVGN IVGN IVGN INTC INTC JDSU IVGN IVGN IVGN JDSU JDSU JDSU JDSU INTU INTU JNPR JDSU JDSU JDSU JNPR JNPR JNPR JNPR IVGN IVGN KLAC JNPR JNPR JNPR KLAC KLAC KLAC KLAC JDSU JDSU LAMR KLAC KLAC KLAC LAMR LAMR LAMR LAMR JNPR JNPR LNCR LAMR LAMR LAMR LNCR LNCR LNCR LNCR KLAC KLAC MCHP LNCR LNCR LNCR MCHP MCHP MCHP MCHP LNCR LNCR MEDI MCHP MCHP MCHP MEDI MEDI MEDI MEDI MCHP MCHP MOLX MEDI MEDI MEDI MERQ MERQ MERQ MERQ MEDI MEDI MSFT MOLX MOLX MOLX MOLX MOLX MOLX MOLX MERQ MERQ NTAP MSFT MSFT MSFT MSFT MSFT MSFT MSFT MOLX MOLX NVDA NTAP NTAP NTAP NTAP NTAP NTAP NTAP MSFT MSFT NVLS NVDA NVDA NVDA NVDA NVDA NVDA NVDA NTAP NTAP NXTL NVLS NVLS NVLS NVLS NVLS NVLS NVLS NVDA NVDA ORCL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL NXTL PAYX ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL PCAR PAYX PAYX PAYX PAYX PAYX PAYX PAYX PAYX PAYX PDCO PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PCAR PETM PDCO PDCO PDCO PDCO PDCO PDCO PDCO PDCO PDCO PIXR PETM PETM PETM PETM PETM PETM PETM PETM PETM PSFT PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR PTEN PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT PSFT QLGC QLGC QLGC QLGC QLGC QLGC QLGC QLGC QLGC ROST ROST ROST ROST ROST ROST ROST ROST ROST ROST RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY SANM SANM SANM SANM SANM SANM SANM SANM SANM SANM SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SEBL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SNPS SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW SUNW TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS VRTS WFMI XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO