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: BWAC who wrote (30444)	5/16/2006 2:54:39 PM
From: Donald Wennerstrom	Respond to of 95530

Here is what CSFB has to say about that. <<F2Q/F3Q orders: Expect +20% & +10% q/q. AMAT will report F2Q (Apr) results on May 16; CC 430PM EST 877.356.9175. Expect F2Q orders of $2.45bb (+20% q/q), versus guidance of 15-20% q/q. We expect F2Q rev/EPS $2.15bb and 23c cons $2.14bb and 23c. Assuming no upside to April orders, expect July order guidance of up ~10% q/q. Expect F3Q rev/EPS of $2.55bb and 31c; cons $2.32bb and 27c; expect higher 200mm drive margin upside in F3Q.>>