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From Briefing.com: 7:40AM KEM upgraded at Thomas Weisel 13.50: Thomas Weisel upgrades Kemet to Peer Perform from Underperform, given the improving fundamentals, successful internal restructuring efforts and earnings, while still very depressed, are more likely to be revised upward than not. Datapoints point to continue improvements in demand. Arrow is seeing lead times stretch and pricing firm for both tantalum and ceramic capacitors in Asia. Several EMS customers have pointed out that lead times for components, and capacitors in particular, are stretching. The datacom and telecom markets (60% of revenue) are clearly picking up. The firm believes that KEM and AVX shares should now trade at a similar multiple.

7:37AM Xilinx chosen by Lucent; announces new RapidIO availability (XLNX) 36.59: Co announces that Lucent (LU) has selected Xilinx FPGAs for its new 10Gb/s Tunable Optical Translator Unit, a key component in one of its DWDM-based metro optical equipment offerings.... Separately, the co announces the availability of a new RapidIO Serial Endpoint intellectual property core. Coupled with Xilinx' parallel RapidIO endpoint IP core and PICMG-compliant AdvancedTCA Development platform, this combination provides the industry's only complete FPGA-based solution.

7:34AM Anadigics beats by a penny, guides Q2 in line (ANAD) 6.21: Reports Q1 (Mar) loss of $0.40 per share, $0.01 better than the Reuters Research consensus of ($0.41); revenues rose 31.7% year/year to $21.2 mln vs the $20.4 mln consensus. Co also guides, sees Q2 loss of $0.37-0.39 vs the R.R. consensus of ($0.37).

7:08AM Veeco Instruments beats by $0.03, guides Q2 below consensus, annouces order (VECO) 27.43: Reports Q1 (Mar) earnings of $0.11 per share, $0.03 better than the Reuters Research consensus of $0.08; revenues rose 22.9% year/year to $94.5 mln vs the $88.8 mln consensus. Company sees Q2 EPS of $0.11-0.14 vs consensus of $0.16 on revenues of $95-100 mln, consensus $97.4 mln. VECO also announces that it received an order in excess of $10 mln for multiple metal organic chemical vapor deposition production systems from Fujian Quanzhou Sanan, Chinese manufacturer of high brightness light-emitting diodes (HB-LEDs).

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