Clown-Free Zone... sorry, no clowns allowed Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Clown-Free Zone... sorry, no clowns allowed

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Lucretius who wrote (277557)	2/18/2004 3:46:30 PM
From: Trumptown	Read Replies (2) of 436258

yeah, among others, plus some stats in the morning...could get wild... 2:46PM AMAT: Applied Materials Earnings Preview 22.23 +0.29: Applied Materials is scheduled to report Q1 results after the close, with consensus standing at $0.08 in EPS and $1.32 bln in sales (guidance is for $0.06-$0.08 in EPS and $1.28-$1.32 bln in sales). CIBC expects the co to report $0.09 on $1.35 bln in sales, and expects bookings to rise 30-35% QoQ (vs guidance of 20%) and book-to-bill to come in between 1.15:1 and 1.20:1; in addition, firm expects mgmt to re-emphasize that the co's mkt share is now accelerating into 300mm tooling at the 130/90nm nodes. Smith Barney expects the co to report an in-line qtr, and while they expect order growth of 25-35%, they say EPS upside is hampered by nagging service infrastructure issues that continue to pressure margins; firm expects the co to guide for Q2 order growth of 20-25%, ahead of peers Novellus and KLA-Tencor and just shy of Lam Research's 26% guidance, and says that their Q2 ests of $0.09 and $1.36 bln (below consensus of $0.11 and $1.48 bln) could prove to be conservative due to strong order growth in Q1.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next