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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: scott_jiminez who wrote (164)	11/30/2000 6:15:25 PM
From: Donald Wennerstrom	Read Replies (1) of 95823

Scott, Yes, KLIC took it on the "chin" more than any of the other 33 stocks - why I am not sure I understand - that assessment by the analysts and market may, or may not, stand up over time. Expanding a little more on the bottom line of the table - by using the 8/24 data as the base, the sum of this year and next year earnings is 45.48 plus 59.68 equals 105.16. Doing the same for the 11/30 earnings is 48.65 plus 55.32 equals 103.97 for an overall decrease of 1.19 or minus 1 percent. Comparing next years earnings only of course, as shown in the table, gives a reduction of 4.36 or minus 7.31 percent. The point is, to date, the listed earnings estimate reductions by First Call are minor compared to the "haircut" given these stocks as a group. Incidentally, even though KLIC has had the most severe earnings estimate reductions, other stocks have taken similar percentage hits in stock price reduction over the same period. Don W.

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