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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Nancy who wrote (17911)8/10/2004 8:08:36 PM
From: BMcV  Read Replies (2) | Respond to of 95646
 
One more thought about NSM's warning: they reported on June 10th, a month before most companies. The end-of-quarter weakness a number of companies reported (though not all), would have taken place during NSM's current quarter. So this really may not be news at all. Which might explain how the analysts were able to adjust their estimates before it became official.