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

To: The Ox who wrote (11489)	9/8/2003 9:44:59 AM
From: Kirk ©	Read Replies (1) \| Respond to of 95611

RF Micro Devices/Outlook: Cites Product Mix, Cost Cuts Monday September 8, 9:26 am ET GREENSBORO, N.C. -(Dow Jones)- RF Micro Devices Inc. (NasdaqNM:RFMD - News) , citing robust customer activity, improving product mix and cost-cutting activities, expects fiscal second-quarter revenue, gross margin and earnings to exceed its prior guidance provided in July. In a press release Monday, the maker of radio frequency integrated circuits primarily for wireless communications products said it currently anticipates net income to be at or slightly above break-even. It also has backlog to support a double-digit percentage increase in second-quarter revenue from the prior quarter. On July 15, the company forecast a loss of 4 cents to 5 cents a share for the second quarter ending Sept. 30, with flat revenue in the low $130-million range. Thomson First Call (News - Websites) currently projects a loss of 3 cents a share for the second quarter, on revenue of $135.8 million. In the year-ago second quarter, the company earned 4 cents a share, on revenue of $119.7 million. RF Micro currently expects its gross margin to improve at least 300 basis points in the quarter, compared to the 100 basis-point improvement forecast in July, and it's "increasingly confident" about returning to profitability. Additionally, RF Micro will provide third-quarter guidance when it announces second-quarter earnings on Oct. 21. Company Web site: rfmd.com -Jenny Park; Dow Jones Newswires; 201-938-5400

To: The Ox who wrote (11489)	9/8/2003 12:56:42 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95611

Michael, You have mentioned CMOS a couple of times as a possible buy so I thought I would post some the recent First Call earnings estimates for the Group FWIW. The table below shows the estimates for the individual stocks within the Group and the bottom line summation. Note that for the 2 week period of 8/21 to 9/4, CMOS and WFR were the only 2 stocks in the Group that had falling estimates. CMOS took a pretty big hit. Their FY ends at the end of September so a new "next years" estimate will be coming up soon, but right now, both years are negative by quite a large amount. - DATA FROM FIRST CALL - 8/21/03 9/4/03 - EARNINGS EST EARNINGS EST EARNINGS CHG SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR AMAT 0.13 0.46 0.13 0.46 ASML -0.34 0.37 -0.34 0.37 ASYT -1.02 0.44 -1.02 0.44 ATMI -0.02 0.59 -0.01 0.64 0.01 0.05 BRKS -1.56 0.24 -1.56 0.24 CMOS -1.42 -0.12 -1.59 -0.41 -0.17 -0.29 COHU 0.06 0.62 0.06 0.62 CYMI -0.31 0.96 -0.31 0.97 0.01 DPMI -1.80 0.70 -1.80 0.70 EGLS -2.01 -0.71 -2.01 -0.71 FSII -1.41 -0.10 -1.41 -0.10 HELX -0.09 0.43 -0.09 0.43 KLAC 1.03 1.76 1.03 1.80 0.04 KLIC -1.09 0.20 -1.09 0.20 LRCX 0.37 0.88 0.37 0.92 0.04 LTXX -0.91 -0.42 -0.42 0.49 0.42 MTSN -0.60 -0.06 -0.60 -0.06 NVLS 0.18 0.67 0.18 0.67 PHTN -0.96 0.54 -0.96 0.54 PLAB -0.30 0.66 -0.20 0.72 0.10 0.06 SMTL -0.34 0.16 -0.34 0.16 TER -0.60 0.46 -0.60 0.46 UTEK 0.14 0.66 0.14 0.68 0.02 VECO 0.19 0.69 0.19 0.69 WFR 0.47 0.64 0.47 0.61 -0.03 TOTAL -12.21 10.72 -11.78 11.04 0.43 0.32 Now having posted the table, it probably doesn't mean much, and you may very well be right. Going up the left side of the "bubble" as we are presently doing, all stocks in the Group will rise. CMOS having negative estimates has been beaten down somewhat compared to others in the table. All it will take is some positive upgrades and the stock could move up very quickly. In the last 4 weeks, CMOS is already rebounding at a rapid rate with a 41 percent gain. Message 19277284 Some good news and it could move even faster, but even without the good news, it will go up. On the left side of the "bubble", valuations and earnings matter very little. The stocks that have been beaten down and at the bottom of the Group during the "down cycle" will rise the furthest and the fastest in the "up cycle". Don

To: The Ox who wrote (11489)	9/8/2003 5:35:37 PM
From: Return to Sender	Read Replies (2) \| Respond to of 95611

Concerning CMOS I was not looking much at the fundamentals myself. I just wanted another read on the long term chart which after another 5.65% gain today still has plenty of room to rise: stockcharts.com[h,a]maclyyay[d19960101,20031207][pb20!b50!b200!c13!c20!c50!i!d20,2!f][vc60][iUb14!La12,26,9!Lg!Li10,10!Lh5,5!Lp14,3,3!Ll14]&pref=G The market remains dangerously overbought. I would like to see at least a short term pullback to reset the technical and sentiment indicators at lower levels allowing me to make some safer entries. So far no luck. Every day we get more upgrades to go with upside preannouncements. It is still September right? I forgot... None of that matters. RtS