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Technology Stocks : Altera -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (2275)	10/20/2003 8:29:03 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 2389

5:25PM Altera provides Q4 net sales guidance (ALTR) 19.96 +1.21: -- Update -- On call, management says it expects Q4 sales growth of 2-5%, implying net sales of $213.5-219.9 mln. The current Reuters Research consensus is for sales of $219.7 mln. 4:59PM Altera provides FY04 gross margin guidance (ALTR) 19.67 +0.92: -- Update -- On call, management indicates that gross margins in FY04 are expected to fluctuate between 65-66% on a quarterly basis.

To: Cary Salsberg who wrote (2275)	1/26/2004 4:35:44 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 2389

Altera 4th qtr net profit, revenue rise Monday January 26, 4:23 pm ET SAN FRANCISCO, Jan 26 (Reuters) - Altera Corp. (NasdaqNM:ALTR - News), a maker of semiconductors that electronics makers can customize, said fourth-quarter net profit and revenue rose from a year earlier, citing an increase in new product sales. Net income for the quarter ended Dec. 31 rose to $45.1 million, or 12 cents a share, from $27.1 million, or 7 cents a share, a year earlier. Revenue was $217.4 million, up 20 percent from $180.6 million a year ago, said the San Jose, California-based company.

To: Cary Salsberg who wrote (2275)	3/11/2004 4:56:05 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 2389

Altera targets high end of earlier revenue outlook Thursday March 11, 4:34 pm ET SAN FRANCISCO, March 11 (Reuters) - Altera Corp. (NasdaqNM:ALTR - News), a maker of microchips that can be programmed to perform different tasks, on Thursday said it expected revenue growth in the first quarter at the high end of its previous target. The company had previously forecast revenue growth of 6 percent to 8 percent from the fourth quarter.

To: Cary Salsberg who wrote (2275)	12/22/2004 10:52:57 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 2389

Altera Is Better Positioned Than Xilinx For 2005 12.22.04, 10:31 AM ET Merrill Lynch said Altera (nasdaq: ALTR - news - people ) is better positioned over Xilinx (nasdaq: XLNX - news - people ) for the next year. The research firm raised its 2005 earnings-per-share forecast on Altera to 61 cents from 58 cents. "We're still cautious on the prospects for the semiconductor business in 2005, and our ratings on both Altera and Xilinx still stand at 'neutral,'" Merrill Lynch said. "In Altera's case, though, we think that the company can at least get close to consensus earnings expectations of 62 cents, whereas our 86 cents estimate for Xilinx in calendar 2005 is more meaningfully below the consensus 95 cents estimate." Merrill Lynch said the case for better growth in Altera's high-end FPGA [field programmable gate array] business is becoming increasingly clear and that Altera's newer Stratix family is positioned to provide revenue growth that Xilinx cannot match with Virtex II Pro, its own high-end volume product. However, Xilinx may see a solid revenue ramp from its value-priced Spartan 3, according to Merrill Lynch, and some of the earlier gains that Altera enjoyed with its Cyclone product could reverse. "The two companies are very similarly valued, with Altera trading on 33 times our forecast calendar 2005 earnings as compared to 34 times for Xilinx," Merrill Lynch said. "We think Altera deserves a premium."