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To: CYBERKEN who wrote (526987)	1/21/2004 12:23:57 AM
From: Hope Praytochange	Respond to of 769667

<<After the close we saw earnings from AMD, MOT, PMCS, SAMN and RFMD among others. Motorola beat estimates by +4 cents with a +17 cent headline number. AMD blew the doors off with its first profit in more than two years on strong 4Q demand for memory and computer chips. RFMD took a hit in after hours after beating estimates by +3 cents but then guiding down for Q1. The company was still upbeat but a pause in demand will push estimated Q1 earnings down to only +2 to +4 cents. Analysts had been expecting +7 cents. PMCS beat the street by a penny and said they were still expecting a strong 2004.SANM turned in a profit and reversed a prior loss but the street was not happy with the results. Guidance was inline with estimates but given the expectations for the sector analysts were hoping for more. The Semi Book-to-Bill came in at 1.20 and a high not seen in many months. This would suggest a sharp increase in orders and more confirmation that the 4Q was strong. This is a December number but one that should negate any negatives from some of the earning questions tonight. The futures did not react to the B-t-B announcement but it does not come out until the after hours stock session closes so reaction is normally muted until the next day. >>>