Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: The Ox who wrote (31732)	7/24/2006 2:25:43 PM
From: etchmeister	Read Replies (2) of 95617

for LRCX to stop giving it out is a big mistake, in my opinion. My guess it was OK'ed by key shareholders perhaps even requested - I doubt LRCX blindsighted their big holders suddenly announcing to discontinue giving guidance. Other might follow - a couple quarters KLAC discontinued to provide mid quarter update. it certainly looks suspicious. Just more fodder for the bears... Not really - they are giving plenty of notice (yes it could back fired but the decision is probably thought through with input of key holders) we will stop giving bookings guidance effective with our January 2007 conference call.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next