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

To: Donald Wennerstrom who wrote (30457)	5/16/2006 5:07:45 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 95490

Gotta love it.....AMAT tells the market just the opposite of what is expects for 2H06 and it STILL sells off. I am so disgusted with the way this sector is manipulated by ws I cannot put it into words. I know of not other sector which behaves like this.

To: Donald Wennerstrom who wrote (30457)	5/16/2006 5:14:17 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 95490

Looks like guidance beats estimates for Q3, so I am not sure why it is selling off, especially as they explicitly said they see a strong 2H. Can only assume it has to do with orders?!?! Applied Materials sees Q3 EPS of 28-30 cents Tue May 16, 2006 5:02 PM ET SAN FRANCISCO, May 16 (Reuters) - Applied Materials Inc. (AMAT.O: Quote, Profile, Research) expects to earn 28 to 30 cents per share in its third quarter, including 3 cents worth of charges from stock-based compensation, Chief Financial Officer Nancy Handel said on Tuesday. Applied Materials, the world's top supplier of equipment used to make microchips, said it expected quarterly revenue to rise 5 to 10 percent from the second quarter's $2.25 billion, Handel said in a conference call. Orders in the third quarter were also expected to rise 5 to 10 percent over the second quarter, when they were $2.49 billion, Handel said. Wall Street analysts had been expecting Applied to show a third quarter net profit, including items, of 27 cents per share, on revenue of $2.35 billion, according to Reuters Estimates.