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Technology Stocks : Semi Equipment Analysis

SOXX 337.22

+1.6%

Jan 15 4:00 PM EST

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To: Gottfried who wrote (507)	4/28/2001 6:35:50 PM
From: Donald Wennerstrom	Read Replies (1) of 95730

Mike and Gottfried, I just finished reading your posts and thought I would make an initial response. The concept does sound like a potentially good idea, and yes, I have some data stored that I can use to generate a table(s). Without trying to get to the "best" layout on the first try, I will post some information in a table that hopefully looks reasonable and then we can go from there. One caveat, however, is an item that tends to put some "hiccups" into the data. That is when the point in the year comes(for each stock at the close of their FY) when "this years" data gets closed out, "next years" data becomes "this years" data and a new "year" estimate is made by the analysts for each stock and it becomes "next years" estimate. Don

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