KLA-Tencor Corporation (KLAC) Message Board

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Technology Stocks : KLA-Tencor Corporation (KLAC)

KLAC 1,227

+2.8%

3:59 PM EST

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To: Ron who wrote (1664)	7/30/2002 9:02:35 PM
From: SemiBull	Read Replies (1) of 1779

5:15PM KLA-Tencor (KLAC) 40.34 +1.43: -- Update -- On its conference call, company sees flat bookings in Q1 (SepQ), but has not given revenue/EPS guidance... Despite limited visibility, the company sees "strong growth" in 2003 and 2004... stock at 40.08. 5:23PM KLA-Tencor guides lower (KLAC) 40.34 +1.43: -- Update -- On call, company guides lower for Q1 (Sep). Revenue and EPS now expected at $370-380 mln and $0.25-$0.26 vs Multex consensus of $400 mln and $0.24... However, KLAC's guidance includes a 3 cent benefit from an installment sale, so it's unclear if Multex consensus included that. If not, it looks like a warning on EPS also... stock falls a dollar as guidance provided...stock now at 39.20. 5:27PM KLA-Tencor (KLAC) 40.34 +1.43: -- Update -- During Q&A, it sounds as if 3 cent gain is a one time charge, and therefore unlikely included in consensus so it appears to be a warning on revenue and EPS... Company sees Q1 (Sep) shipments equal to revenue guidance of $370-$380 mln... DSOs improved to 69 days from 77 days in JunQ... stock at 39.30. finance.yahoo.com

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