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STOCKS TO WATCH: Novellus, Applied Micro, Modem Media, Intel, Motorola

Stocks to watch Tuesday:

  • Exodus Communications Inc. (Nasdaq: EXDS)

    Shares fell 1 13/16, or 2.6 percent, to 68 3/16 Monday and traded as low as 65. The company, which houses computers that run Internet sites, faces competition from large companies including No. 1 chipmaker Intel Corp. (INTC) and AT&T Corp. (T) that are moving into the business, according to Barron's.

  • Extreme Networks Inc. (Nasdaq: EXTR)

    Shares rose 5 5/8, or 7.9 percent Monday, to 77. The maker of computer switches said net income for the first quarter ended Sept. 30 will be 7 cents to 8 cents a share, exceeding the company's expectations.

  • Novellus Systems (Nasdaq: NVLS)

    The maker of chip making equipment topped analysts' third quarter estimates by more than 17 percent. Novellus reported a profit of 54 cents per share, of $21.8 million. First Call's survey of 22 analysts predicted net income of 46 cents per share for the quarter ended Sept. 25.

    Third quarter sales rose to $154.9 million, up 45 percent year-over-year and up 18 percent sequentially. A broad recovery in the chip industry is driving business, said Richard Hill, chairman and CEO.

  • Intel (Nasdaq: INTC)

    Speaking of the chip industry, the world's largest PC chip manufacturer is scheduled to report third quarter earnings after market close today. First Call consensus foresees a profit or 57 cents per share for the September quarter.

  • Applied Micro Circuits (Nasdaq: AMCC)

    This manufacturer of chips for optical networks beat second quarter estimates and predicted a "strong" third quarter.

    In fiscal second quarter results released after market close Monday, Applied Micro reported earnings of $9.1 million, or 16 cents per share. First Call's survey of 13 analysts predicted a profit of 13 cents per share, for the quarter ended Sept. 30. "This combination of rapid revenue growth couple with solid execution on the part of the company translates to a strong outlook for the third fiscal quarter," said Dave Rickey, president and CEO.

  • Motorola (NYSE: MOT)

    Continuing the chip theme, keep an eye on this maker of PowerPC processors, although actually, you'll mainly be looking at the wireless equipment business that generates most of the company's money.

    The company reports third quarter earnings Tuesday after market close. But the conference call won't be until Wednesday morning, before the market opens. First Call expects a profit of 53 cents per share.

  • Modem Media.Poppe Tyson (Nasdaq: MMPT)

    Finally, a non-semiconductor stock!

    After market close Monday, the online marketer and corporate website developer said it expects third quarter revenue of more than $21 million, a 90 percent improvement year-over-year and a 30 percent gain sequentially. New clients, international growth and higher spending from current customers boosted revenue, the company said.>