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Technology Stocks : Semi Equipment Analysis
SOXX 328.35+3.2%Jan 6 4:00 PM EST
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To: Donald Wennerstrom who wrote (53128)8/8/2011 4:39:13 PM
From: Donald Wennerstrom2 Recommendations  Read Replies (2) of 95683
 
Today has been quite a day on Wall Street, but I would like to go back in time to last Friday and the month of July.

I was curious to look at the stocks from the Group and SOX that reported 2nd quarter earnings and see how they responded to changes in price from the beginning of the reporting period to the end. To that end, the beginning date was set at 1 July and the end date was set to last Friday's close on 8/5. Results of the reporting period have been shown previously in post,

Message 27549767

The table below has been sorted by price percent change from the start and end date. The interesting part is to look at the percent change of the actual data to the estimated data for each stock. The percent numbers do not compare to the price action at all. Up and down the table the numbers seem to be quite random.

CYMI and TER in the middle of the table had very nice surprises, but the stock price is down 25 and 22 percent. STM had a -33 percent surprise and is in next to last place in the table which seems to be reasonable compared to the rest of the stocks and their performance. However, WFR is in last place with a loss of 35.4 percent while beating their estimate by 383 percent, by far the largest positive surprise in the table. Must be something going on here that is not understood by us mere mortals, but abundantly clear to the market?

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