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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: Donald Wennerstrom who wrote (601)5/18/2001 10:44:03 PM
From: Donald Wennerstrom  Read Replies (1) of 95823
 
Now, let's do the last chart again - this time using the
First Call "next year" estimates from 11/30/00. Note the low
PEs and PE/Gs.

11/30/00 5/18/01 FST CALL NEXT FST CALL
CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G
BRKS 22.63 53.95 138 3.10 17 25 0.70
LTXX 12.00 28.15 135 2.07 14 20 0.68
NVLS 25.94 54.55 110 3.11 18 25 0.70
LRCX 15.00 31.10 107 2.18 14 21 0.70
KLAC 27.50 55.46 102 2.56 22 25 0.87
ASYT 10.81 20.90 93 2.43 9 25 0.34
NANO 13.63 26.11 92 1.64 16 25 0.64
KLIC 9.34 16.45 76 0.70 23 20 1.18
MTSN 9.50 16.51 74 1.55 11 25 0.43
VECO 32.13 53.43 66 2.41 22 25 0.89
ATMI 15.50 25.57 65 1.78 14 20 0.72
PLAB 16.25 26.70 64 1.50 18 23 0.77
CYMI 20.00 32.05 60 2.99 11 28 0.39
TGAL 1.81 2.75 52 0.49 6 20 0.28
IMSC 14.56 20.95 44 1.28 16 20 0.82
TER 30.06 42.70 42 2.94 15 23 0.63
AMAT 40.44 55.00 36 3.49 16 25 0.62
COHU 14.25 19.16 34 1.56 12 18 0.68
SVGI 25.81 34.09 32 21
PHTN 22.00 29.00 32 25
ASML 20.44 26.59 30 1.22 22 25 0.88
FSII 8.91 11.41 28 23
UTEK 17.56 22.47 28 1.10 20 25 0.82
CMOS 19.13 24.06 26 3.35 7 21 0.35
EGLS 12.94 16.10 24 1.75 9 22 0.42
HELX 23.56 28.37 20 2.76 10 25 0.41
SMTL 10.88 12.88 18 1.65 8 21 0.38
DPMI 43.75 50.00 14 4.54 11 22 0.49
WFR 7.25 8.20 13 0.51 16 20 0.80
SFAM 5.75 5.87 2 0.66 9 18 0.51
PRIA 17.81 18.16 2 2.40 8 30 0.25
TOTALS 567.14 868.69 53 57.72 15
SOX-X 536.99 657.43 22
COMPQX2597.93 2198.88 -15
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