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To: Gottfried who wrote (15444)	5/27/2004 8:41:13 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95640

From Briefing.com: 5:47PM Thursday After Hours prices levels vs. 4 pm ET: The after hours continues in the way of this week's rally, the S&P futures, at 1123, 2 points above fair value, and the Nasdaq 100 futures, at 1467, 3 points above fair value. Upwardly revised guidance from Novellus (NVLS) on its mid-quarter conference call has kept the buying drive in tech strong. The below table gives Novellus's update as well as other significant news items of the night: After Hours Mover % Change Move Reason for Move Chico's FAS (00C) +1% After raising its Q1 (Apr) guidance on May 6, the specialty retailer tops the revised Reuters Research consensus EPS estimate by a penny - at $0.40 - on revenues that rose 52% to $257.0 mln (consensus of $255.4 mln); Same store sales surged 20.1% against a 7.8% jump last year; Briefing.com recently wrote a positive story on CHS on our Story Stocks page Mar 4 Defense Contractors GD LMT RTN all unch The Navy announces that General Dynamics (GD) and Lockheed Martin (LMT) have won final design contracts for a new breed of coastal warships, beating out Raytheon (RTN); The design contract increases the winners' chance of snagging a deal that could be worth up to $15 bln; The ships the Navy wants are intended to support a wide range of missions in the face of threats from surface craft, submarines and underwater mines Ditech Communications (DITC) +7% Telecommunications equipment maker shows strong upside to the consensus top and bottom-line Q4 (Apr) estimates - which were revised higher following management's better than expected outlook on Feb 17; Company goes on to guide Q1 (July) revenues to ~ $25.4 mln (consensus of $21.6 mln) or sequential growth of 10%; Also said it sees gross margins to approximate Q4's levels IMPAX Labs (IPXL) +2% Generic drug maker wins final FDA approval for its Abbreviated New Drug Application for its generic version of Zyban; The GlaxoSmithKline (GSK) drug for smoking cessation brought in US sales of $63 mln in the twelve months ending March 31, 2004 Novellus (NVLS) +5% During its mid-quarter call, chip equipment maker boosts its Q2 (June) revenue forecast to $325-335 mln (from $305-325 mln) and EPS range to $0.25-0.27 (from $0.18-0.20); Company cites strength in bookings in Japan, Korea and the United States; Now believes orders will be $380-390 mln, or as high as $400 mln depending on the timing of certain bookings; Competitors AMAT and KLAC are both up 2% off the news Tomorrow, there are no earnings reports on the calendar, but there are several economic reports. April Personal Income & Spending, the revision to May Consumer Sentiment, and the May Chicago PMI Index are all on tap. For more detail on these, and other developments, be sure to visit our Stock Market Update and Daily Sector Wrap. -- Heather Smith, Briefing.com 4:14PM Catalyst Semiconductor reports (CATS) 8.12 +0.57: Reports Q4 (Apr) earnings of $0.29 per share, including a tax benefit of $2.2 mln or $0.14; revenues rose 34.4% year/year to $16.8 mln. finance.yahoo.com

To: Gottfried who wrote (15444)	5/28/2004 11:18:09 PM
From: Gottfried	Read Replies (1) \| Respond to of 95640

bpNDX rose 2 to 38% [MXIM and ALTR got a 'buy' signal] May17 May18 May19 May20 May21 May24 May25 May26 May27 May28 AAPL ADBE AAPL ALTR ADBE AMZN AAPL AMZN BIIB AAPL ADBE BIIB BMET AAPL ADBE AMZN BMET BRCM AAPL AAPL ADBE BIIB BIIB BRCM CECO ADBE ADBE AAPL AAPL AAPL BIIB BMET BMET CECO CHKP BMET BMET ADBE ADBE ADBE BMET BRCM BRCM CHKP CHRW CHKP CHKP BMET BMET BMET BRCM CHKP CHKP CHRW COST CHRW CHRW CHKP CHKP CHKP CHKP CHRW CHRW COST CPWR COST COST CHRW CHRW CHRW CHRW COST COST CPWR CSCO CPWR CPWR COST COST COST COST CPWR CPWR CSCO DELL CSCO CSCO CPWR CPWR CPWR CPWR CSCO CSCO DELL EBAY DELL DELL CSCO CSCO CSCO CSCO DELL DELL EBAY EXPD ERTS ERTS DELL DELL DELL DELL EBAY EBAY EXPD FAST EXPD EXPD EXPD EXPD EXPD EXPD EXPD EXPD FAST FISV FAST FAST FAST FAST FAST FAST FAST FAST FISV GILD FISV FISV FISV FISV FISV FISV FISV FISV GILD IACI GILD GILD GILD GILD GILD GILD GILD GILD IACI LAMR IACI IACI IACI IACI IACI IACI IACI IACI LAMR LNCR LAMR LAMR LAMR LAMR LAMR LAMR LAMR LAMR LNCR MERQ LNCR LNCR LNCR LNCR LNCR LNCR LNCR LNCR MERQ MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT MSFT MXIM ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL ORCL PETM PETM PETM PETM PETM PETM PETM PETM PETM PETM PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR PIXR RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM RIMM ROST ROST ROST ROST ROST ROST ROST ROST ROST ROST SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SBUX SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT SPOT TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA TEVA VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO