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Technology Stocks : FSII - The Worst is Over?
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To: Donald Wennerstrom who wrote (2639)5/4/2000 2:36:00 PM
From: Donald Wennerstrom  Read Replies (1) of 2754
 
I decided to do a little data manipulation on the semi-
equips based on yesterday's closing prices, recent
consensus earnings and projected long term growth rates.
The data is presented below.

Strange things happen in the market on any given day! The
stock, KLIC, in first place in the table had the largest
decrease in value yesterday, down 12.2 percent. CMOS, in
second place in the table, was down five percent. KLIC is
selling for a next year's PE of 13, while CMOS is selling
for 29. There is a difference in long term growth rate of
18 versus 24 percent, but this wouldn't seem to be enough
to cause this kind of price disparity.


LONG
5/3/00 NEXT SUM TERM
CLOSE EARNINGS EST YEAR 2 YR GROWTH
SYMBOL PRICE CURR YR NEXT YR PE EARN RATE
KLIC 67.44 3.49 5.10 13 8.59 18
CMOS 134.75 3.38 4.61 29 7.99 24
TER 100.19 2.88 3.87 26 6.75 25
AMAT 94.50 2.13 2.97 32 5.10 24
COHU 40.00 2.37 2.72 15 5.09 20
NVLS 60.94 2.01 2.64 23 4.65 28
VECO 61.88 1.78 2.66 23 4.44 24
HELX 54.75 1.75 2.44 22 4.19 28
DPMI 59.50 1.55 2.56 23 4.11 20
EGLS 38.00 1.95 2.10 18 4.05 20
BRKS 80.00 1.47 2.48 32 3.95 24
CYMI 39.81 1.44 2.28 17 3.72 38
ASYT 52.88 1.53 2.07 26 3.60 26
ATMI 37.56 1.36 1.91 20 3.27 30
KLAC 62.44 1.23 1.97 32 3.20 25
LRCX 39.00 1.31 1.77 22 3.08 22
SVGI 27.13 1.20 1.84 15 3.04 20
PRIA 78.00 0.98 1.97 40 2.95 29
MTSN 45.13 0.96 1.60 28 2.56 28
GSNX 32.75 1.01 1.55 21 2.56 23
PHTN 67.25 1.13 1.43 47 2.56 30
PLAB 30.38 0.91 1.49 20 2.40 22
IMSC 16.88 0.92 1.20 14 2.12 20
LTXX 41.75 0.75 1.35 31 2.10 26
NANO 43.13 0.83 1.17 37 2.00 25
ASML 38.75 0.79 1.18 33 1.97 27
SMTL 19.63 0.62 0.94 21 1.56 18
MASK 23.63 1.11 1.11 20
UTEK 14.63 0.25 0.65 23 0.90 27
SFAM 14.31 -0.52 0.88 16 0.36 24
TGAL 4.55 0.08 0.08 20
FSII 13.75 -0.51 0.52 26 0.01 22
CFMT 8.94 -0.75 0.30 30 -0.45 20
WFR 16.13 -1.18 0.01 1613 -1.17 20
TOTAL 1560.36 40.21 62.23 25 102.44 24
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