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Technology Stocks : Semi Equipment Analysis

SOXX 296.92

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4:00 PM EST

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To: Proud_Infidel who wrote (30459)	5/16/2006 5:41:08 PM
From: Donald Wennerstrom	Read Replies (2) of 95499

Brian, just prior to the earnings release, CSFB stated they expected AMAT to announce "flatish" orders for Q3. <<On the cycle front, going into 1Q earnings we expected an order peak in June, but it now looks like Sep orders will track flattish for some companies helped by DRAM, but this view is reflected in stocks after the recent rally.>> Instead, AMAT announces they expect orders to increase. <<Orders in the third quarter were also expected to rise 5 to 10 percent over the second quarter, when they were $2.49 billion, Handel said. >>

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