Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (11147)	8/8/2004 9:59:59 PM
From: matt dillabough	Read Replies (1) \| Respond to of 25522

17:49 MXIM Maxim Integrated: Conference Call Summary (44.22 -2.36) -- Update -- On conference call, co guided the SeptQ above consensus to $0.42/$455 mln vs consensus of $0.41/$451 mln... says FY04 growth reflected growth in market share, orders improved from all geographies; net Booking of $535 were well ahead of the consumption levels; past several quarters consumption has increased from 6 to 12% sequentially... customers are booking above consumption levels in order to ease supply constraints... this is something that hasn't been seen in the last few years... as backlog moves to a more normal level, mgmt expects bookings to move more in line with consumption... decrease in turns was expected.. first time in many quarters, company was able to build inventory, of which $5M came from a new fab... co believes that there is very little inventory at their distributors... 41% of net sales were in Pac Rim ex-Japan... bookings from Europe were down; gross margins were 70.2% up as a result of product mix and operational efficiencies... operating margin improved to 46% and co expects that number to increase... co does not see any changes to FY05 Guidance.. During Q&A, says sees stock market completely disconnected with the industry; sees economy as strong... Asked why the conference call on a Friday night, co explains that the CEO had to fly to a tournament tomorrow... MXIM currently trading, albeit quite thinly, at $44.60 in after hours

To: Kirk © who wrote (11147)	8/8/2004 10:01:13 PM
From: BelowTheCrowd	Read Replies (1) \| Respond to of 25522

> Most I knew used to invest 5 to 10% of their pay checks back into company stock before the bubble burst. I wonder how many tech workers continue to do this now? < Far fewer. Many people have realized that having their entire financial future tied up with one company (salary, career, retirement investments) is just to much. You can't do much about the fact that your salary and career are tied to your company, and so are your options if you have any, but you have some flexibility with the 401K and ESP dollars, and can choose to diversify your life somewhat with those instruments. Another thing that's happened across the country in the post-Enron era is that companies are either dropping the "company stock fund" in their 401K offerings, are limiting the percentages that can be put into those funds, and/or are at the very least actively warning employees about the risks to putting all their eggs in one basket. Personally I never put much if any money into the company stock. 401K always went into other types of funds. I have at times participated in the ESOP, but only if there was a really nice kicker to ownership, which I judged to more than offset the risk of a concentrated portfolio.