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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST
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To: Donald Wennerstrom who wrote (42602)1/10/2009 12:59:57 PM
From: Donald Wennerstrom4 Recommendations  Read Replies (1) of 95567
 
This is the weekly update for the LRCX and WFR table comparisons.


From the price bottom set on 11/21, earnings estimates have been coming down, but stock prices have been going up in general. LRCX and WFR are no exception. The results are rather striking.

This past week the earnings estimate for "curr yr" for LRCX went into the "red", yet the price gained 1.46 to close at 23.50. This is a gain of 32 percent from the price of 17.82 set on 11/23. "Next yr" earnings estimate has gone from 1.23 to 0.76 over the same period.

WFR has the same type of performance. Here, "next yr" earnings estimate has gone from 3.48 to 2.41, yet the stock price has gone from 11.40 to 16.47, a gain of 44 percent. Sure wish I could have been along for the ride.
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