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

To: Pam who wrote (43070)	1/28/2009 6:07:11 PM
From: Pam	2 Recommendations Respond to of 95587

To: Pam who wrote (43070)	1/28/2009 6:11:34 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95587

So obviously that is a big change, ie, consensus estimate for the March quarter of -0.16 going to -0.60 to -0.80 as put forth by LRCX today. This type of situation has been "lurking" in the background for the last several weeks and months. This is why the earnings season is so important and interesting because we finally get(in most cases) the outlook for the future straight from the company and not filtered thru the analyst eyes. Many reports are still scheduled for this week and next week with a few going out even farther. It will be interesting to see how the SOX and other indices respond to this type of new outlook for the foreseeable future. Don