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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: Jacob Snyder who wrote (40141)	9/11/2008 5:07:46 PM
From: Donald Wennerstrom	of 95626

Jacob, Thanks for coming back and posting on the thread. You will find we are a friendly bunch here on the thread and we are always looking for more contributors of the same persuasion who like to discuss various aspects of the "semi" sector(s). Your post on WFR prompted me to carry the analysis of the Group, which includes WFR, a little bit further. The table below shows recent information on the Group including today's closing price. All data is current to this past weekend, except for the stock prices which is current through today's close. The 1st 2 columns show both this year and next year earnings estimates. The 3rd column is the sum of both years earnings. The 4th column is today's closing price, and then the 5th and 6th column show the resultant next year PE and PEG. The table is sorted by the sum of the 2 year earnings estimate. There are all sorts of comparisons that can be made based on the table, but one that I like is WFR, LRCX and KLAC closing at almost identical prices today. Yet WFR is estimated to make greater earnings than both LRCX and KLAC put together for the 2 years.

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