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

To: davidw2000 who wrote (28144)	1/23/2006 7:27:15 PM
From: Sarmad Y. Hermiz	Respond to of 95616

>> Isn't anyone concerned that INTC missed the sales forecast they gave only 3 weeks before (Dec 8)? David, Good point. It's time to listen to the CC and find out if any questions were asked and answered about that. Were the results within the estimated range ? Or did they miss the lower end of the estimate ? Sarmad

To: davidw2000 who wrote (28144)	1/23/2006 7:30:27 PM
From: Proud_Infidel	Respond to of 95616

Message 22073030

To: davidw2000 who wrote (28144)	1/23/2006 8:00:23 PM
From: Donald Wennerstrom	Respond to of 95616

True, this was a shock to the analysts and the market. <<Isn't anyone concerned that INTC missed the sales forecast they gave only 3 weeks before (Dec 8)?>> At the moment, downgrades and earnings reductions are being put in place. As of last Friday, this information had not filtered into tabular data put out by First Call, and other sources. In the sort of PEG given last Friday, Message 22085403 INTC had a next year earnings number of 1.46, and a growth number of 15 leading to a PEG of 0.99 - INTC was one of 4 stocks in the SOX with a PEG of less than 1.0. In another couple of weeks, a new earnings consensus estimate will be available - how far it falls from 1.46 remains to be seen. Don