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Technology Stocks : Semi Equipment Analysis

SOXX 297.50

-2.6%

Nov 6 4:00 PM EST

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To: Jacob Snyder who wrote (48896)	8/18/2010 7:19:40 PM
From: Jacob Snyder	2 Recommendations Read Replies (1) of 95383

AMAT 3Q10 results: 0.09$ EPS GAAP. EES (solar division) charges lowered EPS by 0.20$, which hopefully will be a "one time charge". 4Q10 EPS non-GAAP guidance: $0.28-0.32. Backlog increased by $136 million to $3.13 billion. rev 2.52B$, up from 2.30B$ last quarter. Expects 0-5% increase next quarter. That means 2010 revenue total of about 9.3B$, not quite as high as 2007's 9.7B$. Stock buyback: 7.9M at $12.66 = 100M$ total. But total shares only decreased by 3.6M. cash + investments: up to 3.63B$, almost $3/share. Gross margin 34%, would have been 44% without the EES effect. businesswire.com AMAT recently broke below its 12-14$ range. It will be very bearish, if it doesn't get back above $12 soon:

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