Axcelis Technologies, Inc. (ACLS) Message Board

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Technology Stocks : Axcelis Technologies, Inc. (ACLS)

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To: robert b furman who wrote (155)	2/8/2006 5:05:00 PM
From: Lance Bredvold	Read Replies (2) of 195

Just ran through the PR for 4th quarter and it does feel to me like they are becoming a bit less exuberant in predicting the future. "...Business Outlook Axcelis' financial outlook for the first quarter of 2006 assumes no material change in the semiconductor spending environment. Revenues in the first quarter are expected to be in a range of $90 million to $100 million. Worldwide revenues, including SEN, are expected to be $160 million to $175 million. The Company anticipates gross margins in the 40% range and results of operations to approximate breakeven for the quarter...." I have one huge questio n which I'll listen for in the CC beginning now. Why are royalties and Equity income from SEN so much lower this year than last and this quarter than last? The two totalled in Q4 were $6,051,000 vs. $12,367,000

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