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

To: sixty2nds who wrote (28271)	1/26/2006 12:52:49 PM
From: sixty2nds	Respond to of 95645

09:25 KLAC KLA-Tencor: Likey upbeat orders outlook a chance to lock in gains - WR Hambrecht (52.31 ) WR Hambrecht notes that KLAC is expected to report in-line Dec Q rev and earnings A.M.C today. Given the better than- expected bookings for other large-cap front-end cos that have already reported, they expect KLAC to follow in their footsteps by outperforming the mid-point of its guidance and their own estimate of +8% Q/Q. In keeping with its propensity for conservatism, they expect March Q sequential bookings growth guidance (in their view, a near-term stock driver) to be in mid-double digits but lower than the outlook of its front-end peers. While they view KLAC as a core long-term holding in the space, any jump in the stock to a 52-week high of greater than $55 would, in their view, represent a near-term profit-taking opportunity.