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: Return to Sender who wrote (11056)	8/19/2003 1:07:23 PM
From: Kirk ©	Read Replies (3) \| Respond to of 95652

You've claimed in the past I didn't give enough "free ideas" here. Have I not been telling folks about Agilent for some time now and Don said he'd even add it to his list of followed stocks the next time he revamaps? I am pretty sure Told folks here I was a buyer last yr at $10.89. From your briefing.com summary: Among today's few earnings reporters is the global diversified technology company, Agilent Technologies (A 22.89 +0.43). Agilent beat the Reuters Research consensus by $0.05 with its reported Q3 (Jul) loss of $0.02 per share, excluding numerous items that resulted in charges of $3.26 per share. Revenues rose to $1.50 bln, which was an 8.0% year/year increase and in-line with the consensus. According to CEO, Ned Barnholt, management is confident in the company's ability to achieve an operating breakeven cost structure of $1.45 bln and return to profitability in Q4. More specifically, the company sees Q4 EPS of breakeven to $0.10 (consensus $0.03) on revenues of $1.50-1.60 bln (consensus of $1.57 bln). Here is another news flash: I just sold the last half of my $10.89 shares at $24 this AM. I have others I yo-yo buy and sell (details in my newsletter) but this is a good company. I'd love to see Cary or someone compare it on a valuation basis to AMAT and NVLS. It is more a back-end company for Don's list but it also designs & sells semiconductors which would make it a good SOX candidate. I think most of its chips are made by foundries these days... but not all like LumiLeds which is booming. They used to make the MEMS chips for the printers but that might be owned by HP... I forget how that divide fell.