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To: Galirayo who wrote (18289)	6/1/2006 4:27:15 PM
From: Jibacoa	Read Replies (1) \| Respond to of 23958

Earnings next week will give us ... I don't like to sit for earnings reports.<g> I am watching DOC that already reported its 1stQ results & is trying to get off from its near term downtrend coming from the April 20 H at 4.45 <g> bigcharts.marketwatch.com

To: Galirayo who wrote (18289)	6/6/2006 4:28:22 PM
From: Galirayo	Read Replies (1) \| Respond to of 23958

National Semi Could See Slight Q4 Upside Maya Roney, 06.06.06, 3:36 PM ET Credit Suisse maintained a "neutral" rating and $30 price target on National Semiconductor ahead of the company's fiscal fourth-quarter earnings announcement. "We continue to remain positive on National Semiconductor’s successful restructuring efforts, new product introductions, and focus on higher value analog products," wrote analyst Michael Masdea in a research note Tuesday. "However, our muted cycle thesis, medium barriers, and increasing competition in the mid-tier analog market keep us at a 'neutral' rating." After posting considerable upside for the final two quarters of 2005 and moderate upside in the first quarter of 2006, Masdea expects the company to report fiscal fourth-quarter results that are towards the high end of its revenue guidance of $559 million to $570 million, and slightly ahead of Credit Suisse and consensus estimates of $564 million. He also sees slight upside to the Credit Suisse and consensus earnings-per-share estimate of 38 cents, driven by better mix and higher revenue. Masdea is also modeling for a slight increase in gross margins for the fourth quarter, which is consistent with National Semiconductor's guidance. The company has improved gross margins 5 quarters in a row, from 50.6% in the second quarter of fiscal 2005 to 60.7% in the third quarter of fiscal 2006. "Longer term, however, we believe the opportunity to significantly further expand margins may be limited, as much of National Semiconductor's restructuring efforts are behind them," said the analyst. National Semiconductor will report the results for its fiscal fourth quarter on Thursday, June 8. Texas Instruments (nyse: TXN - news - people ) will also give its mid-quarter update on Thursday. Masdea expects both announcements to give investors up-to-date indicators on the health of the analog market, the wireless end market, and the overall semiconductor supply-chain. forbes.com