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

To: matt dillabough who wrote (15355)	7/7/2005 10:20:43 AM
From: matt dillabough	Respond to of 25522

TSM Taiwan Semi: Positive Monthly Sales Momentum Supports Our Above-Consensus 2H Estimates -- Thomas Weisel ( 8.97 ) TSM reported June Sales of $641mn (+3% m/m), roughly in line with firm's estimate of $650mn (+4% m/m). For the June quarter, TSM posted $1866mn (+5.7% q/q), roughly in line with firm's above-consensus estimate of $1875mn (+ 6.2% q/q) versus Street of $1847mn. Firm notes that recent management meeting suggest shipment strength across all segments.