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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Pam who wrote (43128)	1/30/2009 12:50:30 PM
From: Donald Wennerstrom	Read Replies (2) of 95531

Pam, The comment on revenue seems way off. <<Analyst Comments: BofA/Merrill upgraded KLA-Tencor following the company's Q2 report and raised guidance. The firm believes revenues may have bottomed>>. By KLAC's report, quarter 3 revenues are going to be much less than quarter 2 revenue. Here are excerpts from a Reuter's article. <<KLA-Tencor earned $396.6 million in revenue for the second quarter, higher than the $394.1 million analysts were expecting, according to Reuters Estimates. * Q2 non-GAAP loss of 12 cents/per shr wider than expected * Sees Q3 non-GAAP loss of 20 cents-35 cents/per share * Sees Q3 revenue $280 million-$320 million>> uk.reuters.com

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