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	<title><![CDATA[richard davenport Resources | BNET]]></title>
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	<description><![CDATA[White papers, case studies, business articles, and blog posts relating to richard davenport]]></description>
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		<title><![CDATA[Advanced Energy Industries: Expect Guidance Below Street]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F122016-advanced-energy-industries-expect-guidance-below-street%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[EVENT [[AEIS]] Scheduled To Report Q4 Revs, Q1 Guidance Mon 2.23.09 CAUSE Expect Guidance Below Street Due To Weak Semi Equipment, Flat Panel, Solar End Markets IMPACT Negative For AEIS ACTION Continue To Avoid AEIS, Semiconductor Equipment  click to enlarge by Richard Davenport]]></description>
		<s:doctype><![CDATA[External links]]></s:doctype>
		<pubDate>Mon, 23 Feb 2009 02:02:54 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/chip.html"><![CDATA[Chip]]></category>
		<category domain="http://resources.bnet.com/topic/richard+davenport.html"><![CDATA[Richard Davenport]]></category>
		<category domain="http://resources.bnet.com/topic/advanced+energy+industries+inc..html"><![CDATA[Advanced Energy Industries Inc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">AEIS</category>
		<category domain="tickers">AEIS</category>
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		<title><![CDATA[Hewlett-Packard: Expect Guidance Below Street Estimate]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F121490-hewlett-packard-expect-guidance-below-street-estimate%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[EVENT [[HPQ]] Scheduled To Report FQ1 Revs, FQ2 Guidance After The CloseCAUSE Supply Chain Analysis Suggests Guidance Well Below Street Estimate Of $30.951BIMPACT Negative For HPQ, [[DELL]], PC Supply ChainACTION Continue To Avoid HPQ, DELL, PC Supply Chain click to enlarge by Richard Davenport]]></description>
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		<pubDate>Thu, 19 Feb 2009 07:49:09 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/hardware.html"><![CDATA[Hardware]]></category>
		<category domain="http://resources.bnet.com/topic/richard+davenport.html"><![CDATA[Richard Davenport]]></category>
		<category domain="http://resources.bnet.com/topic/hewlett-packard+co..html"><![CDATA[Hewlett-Packard Co.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">HPQ</category>
		<category domain="tickers">HPQ</category>
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		<title><![CDATA[We Continue to Avoid Cisco Until Data Improves]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F118505-we-continue-to-avoid-cisco-until-data-improves%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[EVENT [[CSCO]] Scheduled To Report FQ2 Revs, FQ3 Guidance Today (2.4.09) CAUSE Supply Chain Analysis Suggests Guidance Well Below Street Est Of $8.749B IMPACT Negative For CSCO + Supply Chain ACTION Continue To Avoid CSCO + Supply Chain  click to enlarge by Richard Davenport]]></description>
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		<pubDate>Wed, 04 Feb 2009 11:24:55 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/networking.html"><![CDATA[Networking]]></category>
		<category domain="http://resources.bnet.com/topic/richard+davenport.html"><![CDATA[Richard Davenport]]></category>
		<category domain="http://resources.bnet.com/topic/cisco+systems+inc..html"><![CDATA[Cisco Systems Inc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">CSCO</category>
		<category domain="tickers">CSCO</category>
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		<title><![CDATA[LAM Research Specifically and Semis in General Garner Negative Outlook]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F117661-lam-research-specifically-and-semis-in-general-garner-negative-outlook%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[EVENT FQ2 Revs $283.4M (+2.1% Above Street); Sees FQ3E Revs $175.0M (-28.4% Below Street)CAUSE &#8220;Almost A Total Shutdown Of Purchases For New Equipment&#8221;IMPACT Environment Expected To Continue &#8220;For At Least The Next Six To Eight Quarters&#8221;ACTION Continue To Avoid Semi Equipment click to enlarge by Richard Davenport]]></description>
		<s:doctype><![CDATA[External links]]></s:doctype>
		<pubDate>Fri, 30 Jan 2009 06:24:17 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/chip.html"><![CDATA[Chip]]></category>
		<category domain="http://resources.bnet.com/topic/richard+davenport.html"><![CDATA[Richard Davenport]]></category>
		<category domain="http://resources.bnet.com/topic/lam+research.html"><![CDATA[Lam Research]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">LRCX</category>
		<category domain="tickers">LRCX</category>
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		<title><![CDATA[Avnet: Worse Than Initially Appears]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F116551-avnet-worse-than-initially-appears%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[EVENT FQ2 Revs $4.269B (-0.8% Below Street); FQ3E Rev Midpoint $3.9B (-1.0% Below Street) CAUSE Guidance Inflated ~$300M Due To Acquisitions, Early Start To FQ3, Mgmt Optimism IMPACT Worse Than Initially Appears For Semis, Foundries, Distis ACTION Continue To Avoid Semis, Foundries Distis  click to enlarge by Richard Davenport]]></description>
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		<pubDate>Mon, 26 Jan 2009 12:10:39 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/hardware.html"><![CDATA[Hardware]]></category>
		<category domain="http://resources.bnet.com/topic/richard+davenport.html"><![CDATA[Richard Davenport]]></category>
		<category domain="http://resources.bnet.com/topic/avnet+inc..html"><![CDATA[AvNet Inc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">AVT</category>
		<category domain="tickers">AVT</category>
	</item>
	<item>
		<title><![CDATA[Intel: Don't Buy the CAPEX Head Fake]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F115260-intel-don-t-buy-the-capex-head-fake%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[EVENT: Intel INTC Sees 2009 CAPEX &#8220;Flat To Down Slightly&#8221; Y/Y Vs 2008 $5.197BCAUSE: Primarily For Migration To 32nm NodeIMPACT: Positive &#8220;Head-Fake&#8221; For Semi Equipment CompaniesACTION: Continue To Avoid Semi Equipment Click to enlarge by Richard Davenport]]></description>
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		<pubDate>Sun, 18 Jan 2009 06:08:25 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/chip.html"><![CDATA[Chip]]></category>
		<category domain="http://resources.bnet.com/topic/richard+davenport.html"><![CDATA[Richard Davenport]]></category>
		<category domain="http://resources.bnet.com/topic/intel+corp..html"><![CDATA[Intel Corp.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">INTC</category>
		<category domain="tickers">INTC</category>
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