And while we are at it, the table is sorted by percent change. Note that NVLS is down 8 percent over the 18 month period, while next year earnings have gone from 0.46 to 1.58. Let's see now, hardly worth it to invest in the semi-equip group over the last 18 months was it? Of course, we could have invested in MTSN and EGLS, making 205 and 100 percent respectively, but then again, we could have invested in AMAT, KLAC, and NVLS, and made 17, 9, and -8 percent respectively over 18 months, and not only that, but the analysts are saying the "good times" are over for this cycle and we will have to wait another 7 months or so for the "good times" to roll again.:)
- 11/29/02 5/28/04
- 11/29/02 5/28/04 FST CALL FST CALL
- CLOSE CLOSE PERCENT NXT YR NXT YR
SYMBOL PRICE PRICE CHANGE EARN EARN
MTSN 3.50 10.66 205 -1.10 1.22
EGLS 2.62 5.25 100 -2.24 0.12
KLIC 5.85 11.45 96 0.06 1.30
VECO 14.03 25.83 84 0.26 1.48
SMTL 6.94 11.45 65 1.10
ASML 11.15 17.61 58 0.10 1.08
LRCX 16.24 25.13 55 0.41 1.63
FSII 4.53 6.89 52 0.53
BRKS 14.44 20.62 43 -0.27 1.47
HELX 14.18 19.90 40 -0.09 1.37
TER* 16.39 22.29 36 -0.30 1.78
UTEK 11.47 15.24 33 -0.23 0.89
CMOS 10.82 14.01 29 -0.69 1.35
COHU 15.50 18.95 22 -0.19 1.40
ASYT 8.41 10.11 20 0.15 0.53
AMAT* 17.05 19.97 17 0.50 1.18
LTXX 9.22 10.65 16 -0.22 0.97
PLAB 15.82 17.72 12 0.04 1.10
KLAC* 44.17 48.18 9 1.09 2.46
ATMI 23.97 25.62 7 0.03 1.23
CYMI 36.33 36.80 1 0.42 2.55
WFR 9.12 9.18 1 0.38 0.90
NVLS* 36.29 33.29 -8 0.46 1.58
PHTN 35.25 32.26 -8 0.12 1.78
DPMI 27.83 22.08 -21 0.28 0.21
TOTALS 411.12 491.14 19 -1.03 31.21
SOX-X 373.53 488.86 31
COMPQX1478.78 1986.74 34
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