Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Donald Wennerstrom who wrote (29175)	3/9/2006 11:18:31 AM
From: sixty2nds	Read Replies (2) \| Respond to of 95748

Well Don, we will know pretty quick. Seems to me overall we are seeing muted seasonality headed into the summer semi season of swoon. Later, S

To: Donald Wennerstrom who wrote (29175)	3/9/2006 11:29:01 AM
From: sixty2nds	Read Replies (1) \| Respond to of 95748

09:13 NSM National Semi: Feb qtr preview (28.03 ) Amtech notes NSM is scheduled to report its Feb quarter results today at 12:15PM EST. The firms estimates for Feb quarter revenue is $542.9 mln, or flat sequentially, and slightly better than the consensus estimate of $534.75 mln. Their pro forma EPS estimate is $0.33, in-line with the consensus estimate of $0.34. The firm says while guidance for the May quarter is usually in the range of +7% sequentially due to an increase in shipping days over the holiday laden February quarter, the firm is somewhat concerned mgmt will not guide to these levels due to co specific inventory concerns.