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$KLAC 4Q15 Q&A: Timothy Arcuri of Cowen and Company: You said calendar second half flat with calendar first half, you mean shipments? Bren, CFO: No, net orders. Order profile for the second half of the year is in line with the first half of the year. Obviously, we're seeing the seasonal effects in September with strengthening of the order.
$KMB down close to 4% after it misses on earnings and revenue. Forecasts are lower for the year.
It is official, with $T buying $TWX, it looks like distributors want to own the content production too. Expect some good competition between Netflix ($NFLX), AT&T, Comcast ($CMCSA) and others. However, will this be good for the consumers will not be decided soon.
$NFLX a monster move, going up. Expect making some money on Monday.