QID - QLD TRENDS (fka )

[J Kirksey]

KLAC - we new that big order might not hit in Q2 - so this is new news and a reason to hit it again??????

Well, I loaded up - spent my Aug wad since the order will fall in Q3.

1:29PM KLA-Tencor comments at SEMICON West (KLAC) 43.40 -1.21: -- Update -- KLAC comments at SEMICON West that still have a long way to go for 300mm; says sees alot of growth potential as buildout continues.

1:21PM Semis/Semi Equips go into freefall after KLAC comments on bookings at SEMICON West : Over the past 10 min have seen KLAC lose almost 1.5 pts... NVLS (-0.72) and AMAT (-0.33) also coming under pressure... have also seen chip names come under pressure, but not nearly to the degree of Semi Equips... SOX currently trading down 0.46%, giving up more than 1% over a 10 min period.

1:13PM Volume Alert -- KLA-Tencor plunges intraday, takes other Semis/Semi Equips with it (KLAC) 43.76 -0.85: