Semi Equipment Analysis Message Board

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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 (514)	4/29/2001 5:17:47 PM
From: Donald Wennerstrom	Read Replies (3) of 95730

Gottfried, That is a great looking chart! From that chart a person can pick out a few stocks that really have some falling estimates, but the stock prices are growing like crazy. Five examples of the most extreme are MTSN, BRKS, NANO, LTXX and LRCX. As of Friday's close, since the first of the year, LRCX price has gone up 100 percent while its EPS estimate for next year has gone from 1.88 to 0.48 per share (down 74 percent) - it is now sporting a next years PE of 60. Referring to Big Charts, in 1998, LRCX stock price started going up at a time when its "rolling EPS" was negative by over $2.00 per share. By that type of measurement, LRCX stock price has a lot of "room to run" - at least it has positive 12 months earnings which most of the semi-equips could not point to back in the last half of 1998. Don

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