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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: miklosh who wrote (41564)	1/17/2001 5:51:33 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 70976

I would say that is a "sparkling" earnings report. Particularly impressive is their strong backlog - <The Company continued to have a positive book-to-bill ratio and ended the quarter with over six months backlog at current shipping levels. Geographically, Taiwan neared its previous record bookings levels. Europe had record bookings at more than 20% of the total due to continued strength of these customers and the ability of KLA-Tencor solutions to help improve tool productivity and accelerate time-to-yield through innovative multi-tool solutions.> (emphasis mine) Now if you were listening to the analysts, you may have thought KLAC had serious problems. Starting with 9/22/200, KLAC has had 9 straight downgrades, the most recent one on 1/12/2001(last Friday). earnings.com According to First Call, over the last 90 days, the Mar/2001 Qtr has been reduced from 0.57 to 0.52, the June/2001 year from 2.22 to 2.10, and the June/2002 year from 2.66 to 2.09. cnnfn.cnn.com I just wonder where the analysts are coming from? Do they talk to these companies at all, or do they make it up as they go along?<gg> Don W.

To: miklosh who wrote (41564)	1/17/2001 6:44:13 PM
From: Proud_Infidel	Read Replies (3) \| Respond to of 70976

KLA-Tencor sees Q3 share $0.58, revenues $570-$580 mln NEW YORK, Jan 17 (Reuters) - KLA-Tencor Corp (NasdaqNM:KLAC - news), a semiconductor maker, sees third-quarter earnings of 58 cents per share, above current Wall Street expectations of 51 cents, the company's Chief Financial Officer John Kispert said during a conference call Wednesday afternoon. Third quarter revenues for the San Jose, Calif.-based company were seen in the $570 to $580 million range, Kispert said. The projection is in line with the market consensus of $577.5 million, according to a survey by research firm First Call/Thomson Financial. After the market close Wednesday, KLA-Tencor posted second quarter earnings of $109 million, or 57 cents per diluted share, compared with $49 million, or 26 cents per share, excluding some charges in the same period a year ago. Analysts were expecting KLA-Tencor to post second quarter earnings of 55 cents a share. The company's revenues in the period totaled $573.06 million compared with $330.76 million a year ago. The company's shares closed $3-3/16, or 8.57 percent, higher at $40-3/8 Wednesday -- off a year low of $25-1/2, but below a 52-week high of $97-3/4. In after-hour bids Wednesday, KLA-Tencor was trading at $42-1/4. Subject 50522