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

To: matt dillabough who wrote (15134)	5/27/2005 9:46:52 AM
From: matt dillabough	Respond to of 25522

NVLS Novellus: Moors & Cabot previews mid-qtr update, thinks co likely to reit previous guidance (26.16 ) Novellus will be hosting a mid-quarter update conference call on Tuesday, May 31st, prior to the market open. Firm's field checks suggest that Q2 is tracking in-line for Novellus. Believes the company is likely to maintain its flat q/q order guidance for the JunQ (MarQ orders $301.6M), while it could tighten its shipment guidance to the midpoint of its previously given range of $320M-$340M. Firm believes the company is likely to maintain its previously given revenue and EPS guidance of $320M-$330M and $0.17-$0.20, respectively. Although the company did not provide specific gross margin guidance, firm believes a negative gross margin surprise is unlikely due to its cost control efforts... Briefing.com Note: The NVLS call is scheduled for Tues morning at 8:30 ET

To: matt dillabough who wrote (15134)	5/27/2005 4:50:36 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Gartner: 2005 looking good for handset sales Published: May 27, 2005, 8:52 AM PDT By Dinesh C. Sharma Special to CNET News.com Strong first-quarter sales of mobile phones brighten the outlook for all of 2005, according to market research company Gartner. Global sales totaled 180.6 million units in the first three months of the year, compared with 153.7 million units in the same period last year, the market researcher said this week. Because of the strong first-quarter figures, Gartner has revised its outlook for 2005, saying now that global sales will approach 750 million units. Previously, the company's estimate was 720 million units. The new estimate would represent 13 percent growth over 2004, the company noted. At the same time, the market isn't necessarily an easy one to succeed in, an analyst said. "More phones are being sold, but profit margins are shrinking," Ben Wood, Gartner's research vice president for mobile gear, said in a statement. "This is because consumers in emerging markets want cheap handsets, and competition in more-developed markets keeps prices low. Smaller manufacturers will feel the pressure, and many of them are already struggling to stay profitable. We expect some of them to be bought out, and a few will choose to leave the mobile-phone market completely." Nokia's market share grew, though it did badly in North America. Among the factors that boosted Nokia was its aggressive pricing strategy in the fast-growing Chinese market. Worldwide, the Finnish company shipped 54.9 million units in the quarter. Motorola, which Gartner ranked second, had global sales of 30.3 million units. No. 3 Samsung boosted its sales, particularly in Western Europe and Russia, while LG, ranked fourth, did well in North America in the high-capacity code division multiple access (CDMA) segment, Gartner said. Siemens, in the fifth position, saw its market share slip to its lowest level since 1999, Gartner said. The company shipped 9.942 million units, just ahead of Sony Ericsson's 9.900 million units. Gartner said both companies have 5.5 percent shares. By comparison, during the first quarter of 2004, Siemens had 8 percent market share and Sony Ericsson had 5.6 percent, Gartner said.