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

To: Return to Sender who wrote (28611)	2/15/2006 9:26:06 PM
From: sixty2nds	Read Replies (1) \| Respond to of 95657

09:53 PLAB Photronics Conference Call Summary (19.67 +0.51) -Update- Co guides Q2 revs in line, $112-117 mln, consensus $113 mln; sees EPS in the range of $0.17-0.23, consensus $0.19... Co states did not have the usual seasonal decline that they encounter... remain confident that they will have free cash flow for the year... notes visibility is limited since backlog is only 1-2 weeks; expect organic growth and market share gains... expect to be able to fund Y06 CapEx from cash flow... says that Jan was a good month; entering into Q2 they feel pretty good about the market conditions... Asked if the guidance is being conservative: co says as they increased high end business the ASPs are definitely higher; says given mix and their cycle time it is difficult to predict and forecast; very excited about quarter and optimistic about the quarter but states that there are always worries; says guidance is the best that they can see but says there is certainly upside to that guidance but need to worry about orders slipping out... Price increases in the mask segment?: co says they have not seen any significant changes in pricing since December call... co is hopeful that they will see growth in IC and Photo panel masks.