Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 319.58

-1.6%

Jan 8 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (230)	12/31/2000 12:19:11 PM
From: Donald Wennerstrom	Read Replies (1) of 95697

The following table compares 1 quarter of TTM revenue growth compared to price performance. The next post will compare TTM profit growth in the same way. The period surveyed is 9/15 to 12/15. All stocks had changes except for ASML and CFMT. The total revenue growth for the group was up 15 percent for the quarter while the price loss was 38 percent - no pat on the back here for good performance. Note that all companies had positive revenue growth. 9/15/00 12/15/00 TRAIL TRAIL 9/15/00 12/15/00 12 MONS 12 MONS CLOSE CLOSE PERCENT REVENUE REVENUE PERCENT SYMBOL PRICE PRICE CHANGE (M) (M) CHANGE TGAL 4.19 2.06 -51 27 36 31 BRKS 42.63 25.63 -40 246 321 31 ASYT 21.00 11.81 -44 322 408 27 CMOS 43.88 21.13 -52 540 680 26 FSII 15.88 8.63 -46 177 220 24 PLAB 24.00 20.25 -16 268 331 24 GSNX 17.00 15.50 -9 126 156 23 NVLS 55.06 30.25 -45 947 1151 22 NANO 45.00 15.50 -66 57 68 19 PHTN 45.00 21.50 -52 69 82 19 MTSN 18.97 10.19 -46 158 187 18 KLAC 49.88 30.38 -39 1499 1760 17 AMAT 73.13 39.50 -46 8155 9564 17 SMTL 12.50 11.19 -10 205 239 16 HELX 36.44 24.81 -32 190 220 16 LRCX 23.94 14.72 -39 1231 1421 15 TER 51.88 34.50 -34 2453 2804 14 LTXX 21.81 12.44 -43 306 347 14 ATMI 24.50 16.38 -33 251 285 13 CYMI 37.13 25.19 -32 304 343 13 PRIA 26.38 20.38 -23 266 300 13 VECO 99.88 40.94 -59 281 315 12 EGLS 20.44 14.63 -28 192 215 12 UTEK 17.13 21.38 25 121 133 10 KLIC 14.63 11.25 -23 824 899 9 SFAM 13.94 4.55 -67 274 299 9 DPMI 64.88 51.81 -20 328 355 8 SVGI 25.25 28.63 13 792 842 6 WFR 15.63 7.81 -50 759 799 5 COHU 18.00 15.38 -15 295 311 5 IMSC 16.88 11.75 -30 65 68 5 ASML 35.00 22.38 -36 1712 1712 0 CFMT 9.69 5.38 -44 47 47 0 TOTAL 1041.55 647.83 -38 23485 26917 15 SOX-X 974.59 578.78 -41 COMPQX3835.23 2653.27 -31

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next