Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Donald Wennerstrom who wrote (23121)	5/2/2005 11:40:26 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 95474

Re: Since Q1 earnings overall remain excellent, it now appears that operating earnings for the S&P 500 in aggregate will be up 14% - roughly double the 7% growth analysts expected at the beginning of the quarter... Well geez, only double! SELL if it has not at least tripled</sarcasm>

To: Donald Wennerstrom who wrote (23121)	5/2/2005 11:44:21 AM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95474

KLA-Tencor "buy," price objective reduced Monday, May 02, 2005 4:53:29 AM ET A.G. Edwards & Sons <<NEW YORK, May 2 (newratings.com) - Analyst Gavin X Duffy of AG Edwards reiterates his "buy" rating on KLA-Tencor (KLAC.NAS), while reducing his estimates for the company. The price objective has been reduced from $60 to $50. In a research note published on April 29, the analyst mentions that the company reported its F3Q05 EPS and revenues ahead of the consensus and the estimates. The analyst believes that KLA-Tencor's revenues and orders would bottom out in the June quarter and rebound in 2H. AG Edwards expects the company to witness an 8%-11% q/q decline in its F4Q05 revenues to $480-$500 million. The EPS estimate for FY06 has been reduced from $2.29 to $2.03.>>