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

To: Donald Wennerstrom who wrote (11732)	9/21/2003 7:59:36 PM
From: Kirk ©	Respond to of 95646

Agilent predicts $400 million revenue from mobile in 2004 By Junko Yoshida September 19, 2003 (11:53 a.m. EST) PARIS — Agilent Technologies Inc. is expecting its revenue from the mobile phone market to quadruple to $400 million in 2004. In an interview with EE Times, Jeff Henderson, vice president and general manager of personal system business unit at Agilent's semiconductor products group, attributed the growth to Agilent having "a growing number of components, with enough of a dollar content, designed into each mobile handset." The big jump in Agilent's revenue growth will come from the mobile industry's increasing shift to camera phones, along with the industry's insatiable appetite for smaller and lower power components. Agilent is focused on all the components for input and output of a mobile phone, except for displays and baseband, according to Henderson. Henderson said that Agilent's product portfolio has a potential to cover components worth $20 per handset, based on a $50 to $60 bill of materials for all the electronic components inside a handset. He claimed that all of top 10 mobile handset manufacturers today use one or a combination of two components made by Agilent. Pointing out that this is the first year that more digital cameras will have been sold in camera phones rather than as standalone digital still cameras, Henderson said that every manufacturing line at Agilent — from wafers, camera modules to backend — is running at its full capacity today. "We know many handset vendors are shifting to a much higher percentage of camera phones than they originally projected," said Henderson. Agilent today offers two modules of VGA cameras and two modules of CIF-resolution cameras. 1.3Mega Pixel camera modules will go into production in 2004. Agilent is also leading the market with its Film Bulk Acoustic Resonator (FBAR) duplexers and transmit filters. Compared to a conventional solution, Agilent's filtering products can save up to 80 percent of real estate on a mobile phone, according to the company. Agilent's FBAR duplexer, for example, is being used in Samsung's ultra-thin CDMA mobile phones. commsdesign.com

To: Donald Wennerstrom who wrote (11732)	9/21/2003 9:21:26 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95646

Don, you may find this difficult to believe but I have more faith in my short term indicators than anything Jim Brown might have to say. I really like Jim Brown's column because he talks about a lot of things I would not otherwise have gained any insight into at all but I run my own charts against the indices that we actually follow. Where it concerns the VIX and the NASDAQ New Highs I think I finally see things a bit more clearly than most analysts. Essentially as we have discussed here at length the VIX has been trending lower. It is in the "supposed danger zone below 20" but so far there has been no violent sell off. At this point I am not suggesting there will be a violent sell off but I am also not discounting that possibility. What I am saying is that the market can rise and the VIX can continue to fall but only so far before we get at least some consolidation. Where I would expect that to take place? After we see the VIX low enough to penetrate its lower Bollinger Band, essentially back below 19, perhaps as low as 18.50. This should happen on another up day in the market where the NASDAQ New Highs produce a reading that penetrates its upper Bollinger Band: investorshub.com At that point the market will turn south. I expect that will happen this week but I could be wrong. The futures look weak tonight. Ideally in the scenario I am envisioning the market makes one more run higher early this week so we will have to wait and see what actually happens. If it goes down a little first before making that run higher then that could delay the next top but one is coming even if it is not the top. I really don't think the market has finished moving higher just yet. We have huge negatives in the highly bullish sentiment but the chart action is still excellent. So I am just looking for another short term top for now. Not necessarily anything more than that. RtS