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Technology Stocks : Semi Equipment Analysis

SOXX 288.52

-0.3%

Nov 14 4:00 PM EST

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To: Donald Wennerstrom who wrote (57209)	8/15/2012 5:56:57 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (2) of 95420

Applied Materials beats by $0.02, reports revs in-line; guides Q4 EPS, revs below consensus 4:20 PM ET 8/15/12 \| Briefing.com Reports Q3 (Jul) earnings of $0.24 per share, excluding non-recurring items, $0.02 better than the Capital IQ Consensus Estimate of $0.22; revenues fell 15.9% year/year to $2.34 bln vs the $2.32 bln consensus. "Economic uncertainty is weighing on top of a seasonal pullback to produce weaker near-term demand." Backlog decreased by $551 million to $1.82 billion. Gross margin was 41.6 percent on a non-GAAP basis, down from 42.1 percent, in line with the decrease in net sales. Co issues downside guidance for Q4, sees EPS of $0.00-0.06, excluding non-recurring items, vs. $0.12 Capital IQ Consensus Estimate; sees Q4 revs -25-40% QoQ to ~$1.40-1.76 bln vs. $1.94 bln Capital IQ Consensus Estimate. In AH, trading down a little over 3 percent presently.

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