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 312.76

+1.1%

4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (43133)	1/30/2009 1:07:45 PM
From: Donald Wennerstrom	of 95536

Here is another reason KLAC is up about 8 percent today at this point in time. <<2009-01-30 08:23 S&P REITERATES BUY RECOMMENDATION ON SHARES OF KLA-TENCOR Before one-time charges, Dec-Q operating loss of $0.12 vs $0.75 EPS is wider than our $0.03 loss estimate. Sales fell 26% from Sep-Q on lower foundry and memory spending. With 92% of orders from the logic segment, we see orders near a trough. We see KLAC sustaining sales better than peers, as it has minimal memory and foundry exposure left. We are encouraged by its intent to reduce quarterly cash breakeven to $300M-$325M. We lower our FY 09 (Jun) estimate by $0.58 to $0.31 loss and FY 10's EPS by $0.55 to $0.05 EPS. We keep our target price of $25, on an above-peer price/sale.>>

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next