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

To: Donald Wennerstrom who wrote (22514)	3/29/2005 5:29:35 PM
From: BWAC	Read Replies (1) \| Respond to of 95761

The MarkIt can't handle that MU news. See all the excitement and euphoria?

To: Donald Wennerstrom who wrote (22514)	3/29/2005 5:40:39 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95761

The MU report should bode well for the "techs" tomorrow. MU closed at 10.12 today, and as I write this post, MU is now trading around the 10.45 area, a gain of 3+ percent. First Call consensus going into tonight's release was for revenue of 1.22B and 0.15 earnings. Actuals of 1.308 and 0.17 exceed estimates by 7+ and 13+ percent respectively. Until their pre announcement review of MU expected performance yesterday, CSFB had estimates of 1.18B revenue, and 0.05 earnings. Yesterday, in their preview, they raised those numbers to 1.23B and 0.11 respectively. Don