Semi Equipment Analysis Message Board

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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 4:01:37 PM
From: scott_jiminez	Read Replies (1) of 95823

While the semi-equips have been "tanking" during the past 3 months, the earnings estimates have not. EXCEPT.....KLIC Where's Rodney Dangerfield when you need him? PLLLLEASE. Klic is the only stock that had earnings estimates dramatically slashed. This means that 1. the bad news is factored into Klic and not other SEM stocks or 2. Klic's estimates have been factored into all SEM stocks (since ALL SEM stocks have performed the same as - OR WORSE - than Klic during the given time frame), or 3. the estimates are completely irrelevant (NOT). The discrepancy between the severe reduction of Klic's estimates and it's performance in line with the rest of the sector is a issue that cannot be ignored. (PM received, Demosthenes)

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