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Technology Stocks : Semi Equipment Analysis
SOXX 301.15-1.2%4:00 PM EST
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To: michael97123 who wrote (17902)8/10/2004 9:40:18 PM
From: Sarmad Y. Hermiz  Read Replies (1) of 95656
 
>> i initially figured it had to be 100mil discrepancy. But its 14 million.

The issue isn't the size of the disparity, but whether it points to continued EPS growth. If the 64c/share are peak annual earnings, then obviously, the $20 share price is not likely to grow.

The inventory bit is non-sense. The key here is whether the shorts will feel emboldened by the report, or not. My guess is they will feel safe for at least a few months, since the next report will not show EPS growth.
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