I said they would lower guidance and blame it on the war, but I forgot about SARS which gave them another scapegoat - of course the real reason is the economy, not the war, not SARS.
Expect the same out of KLAC, TER, and INTC - ok earnings, lowered guidance. Probably the rest of the chips also.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.