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Technology Stocks : Semi Equipment Analysis

SOXX 342.47

+1.6%

Jan 16 4:00 PM EST

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To: Donald Wennerstrom who wrote (505)	4/28/2001 2:37:25 PM
From: The Ox	Read Replies (1) of 95735

As always, thanks for posting the tables. I am wondering if you have the ability to post the net changes(so far) made to future earnings expectations from their peaks to the present and what was the timeframe involved. In other words, if SMTL's current estimate is for $1.09 earnings for next FY and at some point in the past, the estimate was say for $1.21, we could see that the estimates have dropped approx 10% from peak to present. If the stock has dropped say 40% during this period, by looking at growth rates (or lack thereof), PEG and other factors, we might find candidates who's stock has fallen to the point where it's reasonable to assume a rebound is in order (or stocks that have held up too well in the face of falling estimates). EDIT: poorly written but I think I get the point across.... I think if the information is available in your data, we could rank the companies on your list by net change to future expectations, compare their price drops and current/future PEs. Likewise, we could evaluate what companies have fallen a significantly larger % then their % eps reductions would indicate as 'expected drop %'. Maybe you are doing this already?

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