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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: etchmeister who wrote (10909)12/17/2009 3:25:13 PM
From: Cary Salsberg  Respond to of 10921
 
Recent Merrill Lynch EPS forecasts:

AMAT FY11 $0.98
ASML CY11 e1.71
KLAC FY11 $2.26
NVLS CY11 $2.00



To: etchmeister who wrote (10909)1/8/2010 2:54:12 PM
From: etchmeister  Read Replies (1) | Respond to of 10921
 
I think we could see the next batch of EPS upwards revisions in January. The pundits keep very low profile on TSMC, Samung, Hynicks capex annoucements. And BoA/ML & Morgan Stanley already blew their wad downgrading the sector.

Could it be possible the lamb is going to make almost as much in the March quarter compared to what the "Evil Empire" will make in 2010?


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