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

To: Donald Wennerstrom who wrote (28802)	2/23/2006 1:26:05 PM
From: etchmeister	Read Replies (1) \| Respond to of 95633

FY 05 was projected at 1.40, and FY 06 was projected at 1.73. Upon reporting in January, analysts started adjusting the earnings picture until we have the present situation of FY 06 earnings projected at 1.25 1.25 is part of your current year column and so is 1.40 "next year" is reduced from 1.73 to 1.47 Take a look at this one; though reduction based on the remaining two quarters is "only" 20 cents overall reduction for the year is 37 cents (that's almost factor of 2) - EPS Trends Current Qtr Mar-06 Next Qtr Jun-06 Current Year Dec-06 Next Year Dec-07 Current Estimate 0.27 0.26 1.24 1.47 7 Days Ago 0.27 0.27 1.25 1.47 30 Days Ago 0.37 0.36 1.63 1.83 60 Days Ago 0.37 0.35 1.61 1.76 90 Days Ago 0.37 0.36 1.62 1.84 diff 0.10 0.10 0.37 finance.yahoo.com

To: Donald Wennerstrom who wrote (28802)	2/23/2006 3:30:56 PM
From: sixty2nds	Respond to of 95633

Don that is very nice work. INTC has to "prove" itself. eom

To: Donald Wennerstrom who wrote (28802)	2/23/2006 3:31:51 PM
From: Donald Wennerstrom	Respond to of 95633

I guess I was "out to lunch" when I copied the 1st 3 entries in the table I presented. I decided I better correct them, as well as the math results I presented. I think the conclusion still holds however, from the original post. <<Another way of looking at what happened to INTC is to review the "before" and "after" earnings outlook at the close of this past FY, which for INTC is December. The table below shows the consensus analyst numbers starting on 12/30, and how they have changed on a weekly basis until the present time. -WK CURR NEXT -END YR YR 12/30 1.43(c) 1.63(c) 1/6 1.43(c) 1.63(c) 1/13 1.43(c) 1.63(c) 1/20 1.33 1.46 1/27 1.27 1.47 2/3 1.27 1.46 2/10 1.25 1.47 2/17 1.25 1.47 So what has happened is that prior to any reporting by INTC, on 12/30, FY 05 was projected at 1.43, and FY 06 was projected at 1.63. Upon reporting in January, analysts started adjusting the earnings picture until we have the present situation of FY 06 earnings projected at 1.25 and FY 07 earnings projected at 1.47. In other words, the earnings projections for FY 06 have gone from 1.63 to 1.25, a -23 percent reduction, and FY 07 has been established at 1.47. 1.47 for FY 07 is -10 percent BELOW the previously expected 1.63 for FY 06. Not a pretty picture! Instead of a nice upward trend in earnings year over year, there has been a big hiccup. One might argue there has been over a 1 year "slippage" in the earnings outlook for INTC as a result of their report.>> Don