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 (29928)	4/12/2006 6:29:24 PM
From: The Ox	Read Replies (1) of 95761

90 days ago, the analyst community had next quarter estimates at 46 for Lam. Lam just guided at or above 80 cents. Why does anyone listen to the analyst community? As a rule, they are self-serving at best and totally clueless at worst. Yeah, I'm sure we'll hear more about this is the peak and that the 2nd half will stink. Get ready to put on the foul weather gear, as I'm sure the analyst storm is fast approaching!

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