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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Math Junkie who wrote (2878)	1/19/1999 6:38:00 PM
From: Math Junkie	Read Replies (4) of 15132

SEMICONDUCTOR EQUIPMENT UPDATE Stock First Call Reported Beat Estimate By Comments KLAC .09 .11 22% Earnings shown exclude a 0.31/sh charge. Bookings improved, especially for a couple of the high-end products. NVLS .23 .23 0% Book-to-bill > 1:1, vs < 1:1 last quarter; Sales about flat with last quarter. SVGI -.26 -.21 19% Bookings about flat with last quarter TER .12 .14 16% Bookings of 371 million vs 245 million last quarter, up 51%! Commentary: All beat expectations by a moderate amount except NVLS, which met expectations. The big news is that Teradyne's new orders exceed last quarter's by 51%. Assembly and test equipment companies ("back-end" companies) are considered by some to be a leading indicator for the sector, on the theory that one of the first things that happens in a recovery is that unit volumes go up. Thus, this huge increase would seem to bode well for the industry. (KLIC is another company to watch in this regard - I don't know when they report.

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