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

To: Donald Wennerstrom who wrote (48668)	7/24/2010 7:21:02 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (1) \| Respond to of 95625

On 3 July a table was posted showing the latest information at the time on the Group and SOX companies reporting quarterly results on a FY/CY basis. This table is reposted below as a quick way to review what was expected at that time which can be compared to the next table with up to date information thru last Friday's close. At this point, 13 of the 18 stocks have reported their earnings. The remaining 5 stocks are due to report next week. The results to data have been very good. All stocks have met or exceeded their estimates except for MTSN which missed by 0.01. At the bottom line the actuals from the 13 reporting stocks have already exceeded the estimates for all 18 stocks by 0.13. Shown in the 2 blocks with an orange overlay, if the remaining 5 stocks simply meet their estimates next week, the final result will be a value of 8.52 which is 2.33 over the results reported for the Mar quarter. The other item of interest is that the earnings estimates for the most part have been increased rather well compared to the expectations posted in the 7/3 table. The bottom line numbers now are 33.36 and 38.54 compared to the 31.28 and 36.60 of the 7/3 table. More increases will probably be shown next week after the other 5 companies have posted results.