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


To: Donald Wennerstrom who wrote (29928)4/12/2006 6:29:24 PM
From: The Ox  Read Replies (1) | Respond to of 95422
 
90 days ago, the analyst community had next quarter estimates at 46 for Lam. Lam just guided at or above 80 cents.

Why does anyone listen to the analyst community? As a rule, they are self-serving at best and totally clueless at worst.

Yeah, I'm sure we'll hear more about this is the peak and that the 2nd half will stink. Get ready to put on the foul weather gear, as I'm sure the analyst storm is fast approaching!



To: Donald Wennerstrom who wrote (29928)4/12/2006 6:47:17 PM
From: Donald Wennerstrom  Respond to of 95422
 
Looks like it might be a good day tomorrow. SMH closed at 36.62 today in regular hours, and in AH its last trade(as of this post) was 1000 shares at 36.98, up 1 percent.

Don