Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 168.76

+0.3%

Dec 11 3:59 PM EST

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To: Robert Douglas who wrote (9491)	2/8/2001 12:56:30 PM
From: semi_infinite	of 10921

from Merrill Lynch: Advanced Energy (AEIS; $26; D-3-1-9) 01E $2.00 • AEIS reported 4Q00 EPS of $0.61 vs $0.51 Q/Q and $0.27 Y/Y. This was above our estimate and consensus of $0.57 and $0.58 respectively DUE TO LOWER TAX RATE. Revenues were $2 million below our estimate. At a normal tax rate EPS was $0.58. • The outlook is for a 16-20% decline in revenues and EPS to be cut in half in the first quarter. This is a bit weaker than we would have thought given that comparable companies are seeing about 10% declines for the quarter. AEIS supplies the majority of power supplies to AMAT, LRCX, NVLS, etc. so is often looked at as a precursor to business trends at these companies. • The conference call begins at 9:30 am ET. (B. Hodess)

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