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

To: BWAC who wrote (15405)	5/25/2004 9:20:27 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95616

From Briefing.com: 6:18PM Tuesday After Hours prices levels vs. 4 pm ET: The buying drive that swept the regular session - sending the major indices higher by 1.6-2.2% - has eased in the extended session. Presently, the S&P futures, at 1113, are flat with fair value, and the Nasdaq 100 futures, at 1447, are 2 points below fair value. Tonight's earnings pronouncements have come from a wide cross-section of companies. The below table lists the night's most significant news items, as well as the stocks' reactions: After Hours Mover % Change Move Reason for Move Agile Software (AGIL) -5% Developer of product lifecycle management software reports a Q4 (Apr) net loss of $0.03 per share (Reuters Research called for a loss of $0.04) on record revenues of $27.2 mln (consensus of $26.6 mln); Traders sell on the news; however, due to the company's inability to turn a profit (last time was in 2001); Stock has been trading below its 50 and 200-day moving averages since late Feb Boeing (BA) -2% Defense Secretary Rumsfeld said he plans to delay (for at least 6 months) a decision on an Air Force plan to acquire 100 refueling tankers from the aerospace giant; The delay will give officials time to complete two additional studies Rumsfeld has ordered to evaluate the deal; The decision was based on recommendations made by the Defense Science Board, which said there was no compelling reason for the Air Force to immediately acquire the tankers Computer Associates (00) -3% After warning on May 6, the business software development co still misses the top-line consensus estimate of $860.4 mln in its Q4 (Mar) report; Goes on to issue worse than expected Q1 (July) EPS and sales guidance; Company has been the subject of federal investigations into its accounting, and last month, the CEO resigned after several former top finance officials pleaded guilty to fraud Portal Software (PRSF) -11% Provider of billing solutions misses the Q1 (Apr) top and bottom-line consensus estimates, and then declines to give Q2 (July) earnings guidance; Cites the 'wide range' of revenues ($33-38 mln) and gross margins (55-60%) it expects; Traders are skeptical and sell into PRSF's 5-day, 15% rally TiVo (TIVO) -1% Provider of television services for digital video recorders turns in a blow-out Q1 (Apr) report - handily topping analyst estimates; Management's Q2 (July) outlook, though, is not nearly as encouraging; Despite adding a record 264K subscriptions in Q1, the company only sees revenues of $25-28 mln versus the Reuters Research estimate of $32.1 mln and the First Call estimate of $26.3 mln Tomorrow, the market will likely take its cue from external factors (geopolitical developments, crude oil prices, analyst ratings changes) rather than earnings or economic reports. There are no earnings releases of particular influence on the schedule, and there are only 2 pieces of economic data. For more detail on these, and other developments, be sure to visit Briefing.com's Stock Market Update and Daily Sector Wrap. -- Heather Smith, Briefing.comClose Dow +159.19 at 10,117.62, S&P +17.67 at 1,113.08, Nasdaq +41.67 at 1,964.65: It started off as boring as many of the recent trading sessions...then oil futures traded lower, and stocks got the push they needed...at the end of the day, the July contract for light crude was down only $0.58 to $41.14...that isn't all that dramatic, but it still proved that much need catalyst that traders had been looking for...after a lackluster morning, stocks trended steadily higher and buyers came out of the woodwork like they haven't for many sessions...volume wasn't particularly heavy, as only 1.55 billion shares traded on the NYSE, but the gains were extremely widespread... advancers led decliners by a wide margin on both the NYSE and Nasdaq...the morning economic numbers had little impact, as May Consumer Confidence was little changed from April, and existing home sales strength was seen as not all that surprising, and probably temporary....but once the indices started higher about noon, the gains were steady and confidence grew...few are ready to say this is the start of something big, but some traders suggested that the downside risk in the market has declined...the 10-year note was +2/32 to yield 4.72%...NYSE Adv/Dec 2781/573, Nasdaq Adv/Dec 2248/917 4:34PM Semtech beats by a penny; guides above Q2 consensus (SMTC) 24.50 +1.55: Reports Q1 (Apr) earnings of $0.19 per share, $0.01 better than the Reuters Research consensus of $0.18; revenues rose 40.6% year/year to $61.9 mln vs the $60.5 mln consensus. Co sees Q2 (Jul) revs of 7-10% over Q1 (approx $66.2-68.1 mln), Reuters consensus is $62.9 mln and EPS of $0.21, consensus $0.18. 9:35AM Zarlink Semi low-power chip selected by Given Imaging (ZL) 3.68 +0.03: Co announces that GIVN, maker of the world's only swallowable camera capsule for diagnosis of disease of the gastrointestinal tract, is now using an ultra low-power transmitter chip from ZL in its M2A capsule endoscope.

To: BWAC who wrote (15405)	5/26/2004 2:00:59 AM
From: Donald Wennerstrom	Respond to of 95616

<<BTW (and More importantly) If NVLS does stink the show up with lowered orders, will it be seen as company specific? Is it possible that NVLS is behind in some area? Or that they caught the SFAM disease?>> NVLS has been one of the few stocks that has had a substantial reduction in target mean price from 1/16/04 to last Friday's close. Message 20158028 Also its actual price is down 31 percent over that period. However, as far as I know, the company seems to be on a good footing. I haven't seen any news that could be "damaging", but I could easily have missed something. Don