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To: advocatedevil who wrote (5224)4/23/2003 10:39:46 AM
From: BWAC  Read Replies (1) | Respond to of 13403
 
OT I'd look real hard at KLIC earnings. They said flat going forward. Strange as it seems these semi-equip stocks often take their cue from KLIC.



To: advocatedevil who wrote (5224)4/23/2003 5:37:02 PM
From: Return to Sender  Read Replies (1) | Respond to of 13403
 
OT From Briefing.com: KLAC KLA-Tencor guides below consensus (40.60 -1.26) -- Update -- On call, KLAC indicates that visibility is limited and management continues to be cautious regarding the environment. Firm expects Q4 (Jun) revenues of $300-310 mln and EPS of approximately $0.14... The current Reuters Research consensus estimate is for $322 mln in revenues and EPS of $0.15.

Obviously this likely effects AMAT's trading.

RtS