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Technology Stocks : Semi Equipment Analysis

SOXX 281.61

+1.7%

4:00 PM EST

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To: The Ox who wrote (29913)	4/12/2006 3:18:44 PM
From: Donald Wennerstrom	Read Replies (1) of 95442

I don't know what will come out of the conference call, but I think that will be very key, irrespective of their earnings report for this quarter. The analysts expect a "slowdown" for 2H06. If LRCX can dispel this notion to some extent, the stock price should be OK - if not, a sell off could be in the cards. Based on consensus estimates, quarterly earnings for this year are now at 0.62, 0.72, 0.73, and 0.65. As a result of today's report, what is going to happen to those last 3 quarterly estimates once the day is over, and the analysts decide what to do next. Don

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