Earnings: Semiconductor Message Board

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Technology Stocks : Earnings: Semiconductor

INTC 40.29

+0.3%

12:00 PM EDT

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To: 2MAR$ who started this subject	7/29/2004 6:55:44 PM
From: 2MAR$	of 266

KLAC KLA-Tencor earnings update (38.81 +1.00) On the the KLA-Tencor earnings call, management provided the following guidance: Orders will be in the range of up 10% to down 10%, revs will be in the range of $505-$515 mln and EPS will be in the range of $0.54 to $0.56 cents, which is higher than the Reuters estimates for revs of $490.0 mln and EPS of $0.55. The wide order guidance range reflects customers shifting to 300 mm fabs, which makes it very difficult to predict.

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