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

To: Donald Wennerstrom who wrote (29754)3/30/2006 1:44:34 PM
From: Return to Sender  Read Replies (1) | Respond to of 95640
 
Don, or anyone which company reports first and when on the list of semi equipments and SOX stocks we are watching?

Looks like LRCX to me but not until April 12 after the market closes with expected earnings of 62 cents:

biz.yahoo.com

Thanks, RtS



To: Donald Wennerstrom who wrote (29754)3/30/2006 1:50:06 PM
From: The Ox  Read Replies (2) | Respond to of 95640
 
This of course is at odds with the predicted slowdown in 2H06.

I believe it is a predicted order slowdown, so that may not be at odds with the eps estimates which will be based on sales, not orders.


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