Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 344.71

-1.1%

Jan 23 4:00 PM EST

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To: Donald Wennerstrom who wrote (22514)	3/29/2005 5:40:39 PM
From: Donald Wennerstrom	Read Replies (1) of 95761

The MU report should bode well for the "techs" tomorrow. MU closed at 10.12 today, and as I write this post, MU is now trading around the 10.45 area, a gain of 3+ percent. First Call consensus going into tonight's release was for revenue of 1.22B and 0.15 earnings. Actuals of 1.308 and 0.17 exceed estimates by 7+ and 13+ percent respectively. Until their pre announcement review of MU expected performance yesterday, CSFB had estimates of 1.18B revenue, and 0.05 earnings. Yesterday, in their preview, they raised those numbers to 1.23B and 0.11 respectively. Don

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