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

To: Gottfried who wrote (29085)	3/7/2006 12:18:54 PM
From: Donald Wennerstrom	Respond to of 95809

Absolutely, a very good report from TI last night. <<All in all uncertainty was reduced while moving average expectation up.>> From the initial price shock this morning, falling to a low of 30.73, a fair amount of recovery has already taken place to the 31.40 area. Also, getting back to TI's report of last night, some conservatism is undoubtedly embedded in the numbers they presented. Why extend the company's commitment at this point when they can look good at the quarterly report time - which is really not all that far away. Don

To: Gottfried who wrote (29085)	3/7/2006 12:52:12 PM
From: etchmeister	Read Replies (1) \| Respond to of 95809

What exposure to PC? Looks like "Cyclepaths" are in full control "Order rates have been solid across all end markets with particular strength in the industrial and computing markets. Demand for our products serving the other end markets, including the consumer sector, continues to be at or above the strong fourth quarter levels," said Mark Thompson, Fairchild’s president and chief executive, in a statement. Wireless technology company Qualcomm Inc. (San Diego) also raised its second fiscal 2006 quarter guidance. The company now revenue to be $1.75 to $1.82 billion, with earnings of 40 to 41 cents per share. Previously, Qualcomm anticipated second fiscal quarter revenue of $1.63 to $1.73 billion, with earnings per share of 35 to 37 cents.

To: Gottfried who wrote (29085)	3/7/2006 1:21:01 PM
From: etchmeister	Read Replies (1) \| Respond to of 95809

Gottfried - your briefcase is like a rock in the surf helping me guiding through the fog :o) us.f1.yahoofs.com Here's the price component for the memory segment; while NAND flash "tanked" DRAM is looking OK; one can put the recent price decline into perspective; the decline follows a sharp uptick which is not typical for fourth quarter (Q4 2005) dramexchange.com A-Data and Transcend suffer revenue drops in February, project DDR2 sales to compensate for NAND flash price drops Printer friendly Related stories Comments Email to a friend Latest news Josephine Lien, Taipei; Esther Lam, DigiTimes.com [Tuesday 7 March 2006] Leading Taiwan memory module houses A-Data Technology and Transcend Information blamed fewer working days last month to explain respective monthly revenue drops of 31% and 26% at the firms. Despite the revenue set backs, both makers forecast a rebound in sales this month, thanks to an increased proportion of DDR2 sales. A-Data reported its February revenues dropped 31% to NT$1.93 billion, the second consecutive month that the company has seen declining sales. The company indicated that it has lowered the sales ratio of NAND flash to below 30% amid recent soft NAND flash pricing. The company also stated it will raise its proportion of DRAM module that use DDR2 to 30% in March. Transcend reported its February revenues were down 26% sequentially to NT$1.2 billion. The company also plans to increase the proportion of its DRAM module that use DDR2 to over 30% in March. Both memory module makers project revenues to rebound in March and expect the adjustment in their product mix to offset a lackluster NAND flash market. The contract price of 16Gbit NAND flash has dropped 15.8% since February, according to figures posted by DRAMeXchange. The memory-trading firm also predicts that average contract prices should continue trending downward in March amid sufficient supply. I'm beginning to look at Intel because of rotten sentiment towards Intel