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Technology Stocks : Semi Equipment Analysis
SOXX 342.47+1.6%Jan 16 4:00 PM EST
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To: sixty2nds who wrote (27048)11/21/2005 2:01:51 PM
From: sixty2nds  Read Replies (1) of 95735
 
13:16 CMOS Credence should benefit from Intel/ Micron announcement - Merriman (7.73 +0.17)

Merriman notes that CMOS preannounced Q4 results last week, with revs slightly above the co's previous guidance but below firm's est, and pro-forma net loss expected to by $0.03-$0.03, below prior guidance for a loss of $0.00-0.04 and their previous estimate of $0.05. Firm cuts their ests, but believes that CMOS should benefit from the Intel/ Micron announcement in the long term, as it should be the primary test equipment supplier to this venture. They say that historically, INTC's capex for test equipment for NOR memory was $100 mln annually. With this new venture, they would expect the capex budget for test to be larger.
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