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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

Dec 4 4:00 PM EST

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To: Donald Wennerstrom who wrote (42823)	1/20/2009 4:52:55 PM
From: Pam	Read Replies (2) of 95526

For 2009, Chin cuts his EPS estimate to $1.45, from $2.35; for 2010, he drops to $1.65, from $2.75. For Q1, he sees sales of $294 million, well below the Street consensus of $404 million. Consensus Rev/EPS estimates (about 20 analysts) for 1Q09 and FY09 on Yahoo are at 402MM/$0.57 and 1.81B/$2.41 respectively. These are very optimistic estimates and will have to come down rather dramatically over next several months. Combination of increased Supply and reduced Demand will result in a complete loss of pricing power and a severe GM compression that will push estimates lower.

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