DrStool Posted June 4, 2003 Report Share Posted June 4, 2003 Good evening Good Stool to all. I hope your week is going well so far. Don't know where Mark is, so I'll open the door tonight. Link to comment Share on other sites More sharing options...
soup Posted June 4, 2003 Report Share Posted June 4, 2003 Doc: no offense, but how in the world could we be having a good week? Link to comment Share on other sites More sharing options...
Guest jrmfl Posted June 4, 2003 Report Share Posted June 4, 2003 Good evening Good Stool to all. I hope your week is going well so far. Don't know where Mark is, so I'll open the door tonight. same to you doc. the new server seems to be behavcng itself. many thanks for the upgrade. Link to comment Share on other sites More sharing options...
Guest Posted June 4, 2003 Report Share Posted June 4, 2003 Doc: no offense, but how in the world could we be having a good week? :cry: :cry: :cry: Link to comment Share on other sites More sharing options...
soup Posted June 4, 2003 Report Share Posted June 4, 2003 Madame: Are you lurking? If so I would love to hear your thoughts about these manic ticks. !3 reading yd north of 1000, and I think 15 today, with 5 or so north of 1200 Link to comment Share on other sites More sharing options...
mjkst27 Posted June 4, 2003 Report Share Posted June 4, 2003 seems to me the bears and the bulls have guns to each other's heads...who's got the balls to stay in this giant game of random-number chicken the longest? Link to comment Share on other sites More sharing options...
Guest Posted June 4, 2003 Report Share Posted June 4, 2003 XLNX dropping like a rock AH on very heavy (for XLNX) AH trading. I can't look into it now but, I wonder did INTL light the fuse? Whatever, I likey! Link to comment Share on other sites More sharing options...
soup Posted June 4, 2003 Report Share Posted June 4, 2003 mousey: saw an note about heavy insider selling in xlnx Link to comment Share on other sites More sharing options...
BeerMarket Posted June 4, 2003 Report Share Posted June 4, 2003 tanks for lettin' us in Doc! Things got better today as soon as I turned off crapvision. One of my favorite indicators for how things are really going - FCS is diversified across markets, and the CEO imho has been pretty fair in his statements over the last few years: Fairchild Semiconductor Updates Second Quarter 2003 Business Outlook "Seven weeks ago we guided second quarter revenues to be roughly flat to first quarter 2003," said Pond. "During April, orders were seasonably strong then softened slightly in May, especially in Asia, and now appear to be returning to normal levels. Through the strength of our focus on power solutions for multiple end markets, we expect to hold our revenue guidance. Given the continued pricing pressure, especially in light of softer Asian demand in May, we expect margins to be slightly lower than first quarter 2003. "We've seen continued strength in sales to the power supply and automotive markets," stated Pond. "Sales into the computing, cell phone and television markets have been lower than expected as a result of slower growth in consumer demand. Regionally we have seen the greatest weakness in Asia. The impact of SARS on demand has been modest but noticeable. With 15 - 20% of our sales going into China and an increasing percentage of this demand for domestic consumption, we are hopeful that reports of the SARS situation coming under control are accurate." Link to comment Share on other sites More sharing options...
Guest Posted June 4, 2003 Report Share Posted June 4, 2003 mousey: saw an note about heavy insider selling in xlnx XLNX has mid quarter update now. INTC has tomorrow. Looks like buying opportunity on XLNX :grin: Link to comment Share on other sites More sharing options...
Guest Posted June 4, 2003 Report Share Posted June 4, 2003 Tanks soup. I'll look around myself after I move a few more boulders at the Rock Quarry. Link to comment Share on other sites More sharing options...
Madame Wrecked Him Posted June 4, 2003 Report Share Posted June 4, 2003 Soup, yes I am lurking, on and off. I wasn't aware that there were so many ticks - my data is really screwy today and I didn't get good numbers. Wow - what does that mean? Must be a new bull market !! Link to comment Share on other sites More sharing options...
PileDriver Posted June 4, 2003 Report Share Posted June 4, 2003 seems to me the bears and the bulls have guns to each other's heads...who's got the balls to stay in this giant game of random-number chicken the longest? "Deer Hunter" Seems like Bradley is right on schedule. Still twiddling my thumbs and tapping my feet until this BS is over for sure. Link to comment Share on other sites More sharing options...
rog Posted June 4, 2003 Report Share Posted June 4, 2003 XLNX dropping like a rock AH on very heavy (for XLNX) AH trading. I can't look into it now but, I wonder did INTL light the fuse? Whatever, I likey! Updated Guidance falls short. Revenues expected to be up 1% to 5% sequentially Link to comment Share on other sites More sharing options...
BeerMarket Posted June 4, 2003 Report Share Posted June 4, 2003 XLNX dropping like a rock AH on very heavy (for XLNX) AH trading. I can't look into it now but, I wonder did INTL light the fuse? Whatever, I likey! XLNX gave their schedule mid-q update and reiterated guidance. But as opposed to FLEX and others who reit and go up, they didn't take the time to sugar coat "no change" with meaningless optimistic statements. tsk tsk. Xilinx Business Update for June Quarter FY04 -- Revenues expected to be up 1% to 5% sequentially, consistent with prior guidance provided during earnings release conference call on April 17, 2003. -- Gross margin target remains approximately 60%. -- Tax rate for fiscal 2004 is 25%, down from previous guidance of 26%. that's the whole update, no cc! Link to comment Share on other sites More sharing options...
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