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

To: Donald Wennerstrom who wrote (14375)	4/8/2004 9:44:43 AM
From: Return to Sender	Respond to of 95640

From Briefing.com: 8:30AM Initial Claims 328K vs. Consensus of 340K: 8:05AM RF Micro Device reaffirms Q4 revs in line (RFMD) 8.71: Company confirmed March 2004 quarterly revenue guidance in an interview Wed afternoon with Reuters. Co anticipates March quarterly revenue will be at high end of range of approx $152-163 mln (originally provided in its Jan. 20), vs the Reuters Research consensus of $160.9 mln... see Briefing.com note yesterday at 14:25. 7:15AM LU upgraded at UBS; tgt raised to $4.30 4.42: UBS upgrades Lucent to Neutral from Reduce and raises its target to $4.30 from $3.75 due to further strengthening of its wireless business, particularly in the US. The firm's checks suggest strong wireless momentum for Lucent, in part driven by aggressive network upgrades by Verizon and Sprint PCS. The firm maintains 2Q EPS est at $0.04, but raises rev est to $2.25 bln from $2.15 bln. F04-05 EPS ests move to $0.17 and to $0.22 from $0.15 and $0.20, respectively. The firm remains concerned about Lucent's large healthcare obligations for union retirees, which they see as a major overhang in the stock value if not addressed. 6:32AM European Summary : European markets showing solid gains, led by technology shares after Dell Inc (DELL) and Yahoo! (YHOO) in the U.S. boosted sales forecasts. Chip companies STMicroelectronics NV, Infineon Technologies AG and ASML Holding NV advanced. Nokia (NOK), Siemens AG and Ericsson (ERICY) climbed after Samsung Electronics Co raised its forecast for phone sales this year on higher-than-expected global demand spurred by consumers wanting color screens and cameras. But Carrefour was 3.4% lower as the world's second-largest retailer seemed to disappoint investors with Q1 revenue growth of 3.2%, hampered by sluggish demand at its hypermarkets in its main market France. Luxury goods giant LVMH added nearly 1% after it posted slightly higher Q1 sales and lifted its target for growth in 2004 operating profit. U.S. casino firm MGM Mirage (MGG) said it had raised its recommended offer for UK racetrack owner Wembley Plc to about 301 mln pounds ($556 mln), topping a rival bid... The yen slipped on Thursday as Japanese investors shifted funds abroad for the new financial year, while the dollar steadied after easing to the week's lows vs European currencies as violence escalated in Iraq, Reuters reporting... UK +0.50%, France +0.47%, Germany +1.15% finance.yahoo.com

To: Donald Wennerstrom who wrote (14375)	4/9/2004 4:17:24 PM
From: Kirk ©	Read Replies (1) \| Respond to of 95640

The Camphone Revolution And folks wondered why I liked Agilent... -g- "Manufacturers such as Hewlett-Packard (HPQ ), Seiko Epson, and Canon (CAJ ) are rolling out inexpensive color photo printers that connect wirelessly to handsets -- with no need to store pictures first on a PC. Just snap a photo, zap it to the printer via Bluetooth short-range radio, and 15 seconds later you have a copy to send to Grandma." It will be interesting to see if they will pay for Bluetooth or opt for the cheaper IR. If they have bluetooth already for wireless headsets, then that is nearly a free option! Some phones already have IR for programming the phone. One idea was to use the phone as a satellite receiver for your auto by having the phone sit in a cradle and download info via IR from the phone to the Auto. It would be pretty easy to mold a cradle into printers and put the cheap IR transciever in the printer to download the cell phone pictures. A $100 printer... hard to put the high cost of Bluetooth when you can probably get IR for a fraction. Kirk