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

To: Proud_Infidel who wrote (29207)	3/9/2006 3:05:27 PM
From: BWAC	Read Replies (1) \| Respond to of 95757

<National Semi boosts profit on record gross margin> And 'investors' sell?

To: Proud_Infidel who wrote (29207)	3/9/2006 3:27:03 PM
From: etchmeister	Read Replies (2) \| Respond to of 95757

TI, Qualcom and National were all very similar; I believe in case there would be serious inventory problem the sell off would be more severe. Q1 is usually always weak. QCOM is largest fabless IC maker and both TI and National farm out advanced applications to foundries as far as I understand. I thought TSMC would report February sales today though they probably won't comment regards future. Maybe soon the next downturn is priced in and we can focus on the next upturn :o)) UMC and MediaTek see revenues drop in February Printer friendly Related stories Comments Email to a friend Latest news Cage Chao, Taipei; Rodney Chan, DigiTimes.com [Wednesday 8 March 2006] Pure-play foundry United Microelectronics Corporation (UMC) and its IC design subsidiary MediaTek yesterday reported that their February revenues dropped 11.5% and 19.3%, respectively, compared to January due to fewer working days. UMC posted NT$7.52 billion in revenues for February, down from NT$8.5 billion for January, while MediaTek saw revenues drop to NT$3.13 billion in February from NT$3.88 billion in January. The foundry predicted that its sales will bottom out in March, after which demand will remain strong through the high season in the second half. UMC chairman and CEO Jackson Hu has indicated that the company’s shipments for the first quarter will decline 7-8% sequentially, while average selling prices (ASP) will drop 1-2%. As UMC’s 8-inch facilities are expected to continue running at almost full capacity and the company is receiving more orders for its 90nm process, UMC’s revenues should rise to NT$9 billion in March, according to industry sources. MediaTek chairman Ming-kai Tsai has estimated company revenues for the first quarter at NT$11 billion. But sales will grow steadily starting in the second quarter, according to Tsai. There were fewer working days in February mainly because of the Lunar New Year holiday. digitimes.com Also memory pricing seems to stabilize: digitimes.com

To: Proud_Infidel who wrote (29207)	3/10/2006 9:36:26 AM
From: sixty2nds	Read Replies (1) \| Respond to of 95757

08:38 NSM National Semi: Credit Suisse comments on quarter (27.18 ) -Update- Credit Suisse notes that as largely expected, NSM reported significant upside in Q3 results. They say results and mgmt commentary suggesting slowing order growth, record GM, falling incremental margin, below seasonal growth guidance, and double digit increases in inventory and receivables will likely spook a lot of investors into believing the NSM turn around story is all but over. Firm does agree NSM is early in its product expansion story, but question if early gains can be sustained as volumes get bigger and incremental growth harder.