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Technology Stocks : Semi Equipment Analysis

SOXX 346.30

-4.1%

Jan 30 4:00 PM EST

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To: Donald Wennerstrom who wrote (157)	11/30/2000 3:54:01 PM
From: SpecialK	Read Replies (1) of 95823

Donald, this 8/24 and 11/30 data shows earnings growth next year of 30%, now that growth is closer to 15%. With AMAT, CMOS, etc. giving lower guidance than estimated for Q1, estimates for the full year come down. NVLS comes out after the close with guidance. XLNX comes out on Monday. Both will be closely watched. By the way, AMAT at 38 on 3.00 earnings is about a PE of 13. When the results show themselves, the 15% growth could become less than 10%, in which case, we could see why AMAT could go to $30. If it can fall, then all others will follow.

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