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Technology Stocks : Semi Equipment Analysis

SOXX 343.07

-0.5%

Jan 26 4:00 PM EST

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To: Gottfried who wrote (58193)	11/18/2012 12:39:50 PM
From: Donald Wennerstrom	3 Recommendations Read Replies (3) of 95765

Gottfried, As you point out, a lot of information in the article. AMAT is "suffering" a lot like INTC. Both companies did well in the 2010 to 2011 years, but are having a hard time staying even in the earnings department, let alone grow their earnings outlook. Here is an excerpt from the article on AMAT: <<The outlook for the full year of its fiscal 2013 looks rather bleak. Applied Material reported a 23.5% decline in annual revenues from 2011 to 2012. Revenues are expected to fall even further for its fiscal 2013. To combat the difficult market conditions, Applied Materials will cut 900 to 1,300 jobs, or 6 to 9% of its workforce. Applied Materials expects that orders will recover in the first quarter, according to CEO Splinter. A growth recovery will be driven by the increased and continued popularity of mobile devices.>> The following earnings charts for INTC and AMAT show recent actuals and some quarterly estimates going forward. Earnings are "hurting" for 2013, but as always the analysts(and the companies as well) try to project an onward and upward outlook for the future. This may, or may not, come to pass.

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