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

To: sixty2nds who wrote (28629)	2/16/2006 11:49:06 AM
From: sixty2nds	Read Replies (1) \| Respond to of 95656

09:19 MKSI MKS Instruments earnings call summary (22.40 ) -Update- On the outlook, co noted near term outlook for equipement demand is definitely improving. Co noted they are well positioned for the cyclical upturn. Sales to AMAT increased to 21% of Q4 sales. Top 10 customers were 51% of total sales. Gross margin improvement reflects incremental volume, favorable product mix and cost reductions. During Q&A, co notes they don't comment on Q2 due to lead times, but notes they are optimistic. Relative to acquisitions, co notes they are always open and looking. Co is hearing order rates will continue to grow from its customers. The stock is trading at $25.00 in pre-market