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 Technology Stocks : It's Different This Time!

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From: Cary Salsberg10/28/2011 2:32:44 AM
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I just finished listening to the KLAC earnings conference call. They supported the optimism expressed yesterday in the NVLS call. While NVLS expects orders to increase 10 to 30% in Q4 over Q3, KLAC expects an increase of 25 to 45%. The key statement from KLAC management said they feel they have come through an air pocket and their view of 2012, now, is close to their view in June. They are modelling 10% down in 2012.
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