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wstera2

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wstera2

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Re: None

Tuesday, 07/30/2002 5:27:24 PM

Tuesday, July 30, 2002 5:27:24 PM

Post# of 704019
17:23 ET KLA-Tencor guides lower (KLAC) 40.34 +1.43: -- Update -- On call, company guides lower for Q1 (Sep). Revenue and EPS now expected at $370-380 mln and $0.25-$0.26 vs Multex consenus of $400 mln and $0.24... However, KLAC's guidance includes a 3 cent benefit from an installment sale, so it's unclear if Multex consensus included that. If not, it looks like a warning on EPS also... stock falls a dollar as guidance provided...stock now at 39.20.

17:15 ET KLA-Tencor (KLAC) 40.34 +1.43: -- Update -- On its conference call, company sees flat bookings in Q1 (SepQ), but has not given revenue/EPS guidance... Despite limited visibility, the company sees "strong growth" in 2003 and 2004... stock at 40.08.


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