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

To: Donald Wennerstrom who wrote (42465)1/3/2009 1:02:46 PM
From: Donald Wennerstrom  Respond to of 95587
 
This is the updated table for LRCX and WFR showing the earnings outlook and price action for the past week.


For the week there are more reductions for LRCX in terms of earnings estimates, but WFR had no changes. LRCX is getting very close to slipping into the "red" for both "curr yr" and "next yr" earnings estimates.



To: Donald Wennerstrom who wrote (42465)1/3/2009 1:05:46 PM
From: robert b furman  Read Replies (1) | Respond to of 95587
 
Hi Don,

I think earnings declines are cooked into the market.

I'm hopeful that guidance will be the reversing catalyst.

I suspect it will come from those who are included in Intels 32nm SOC chips which have been timelined to be available in 09.

This will initially result in a book to bill increase that with past guidance won't take much to show an upturn.

Bob


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