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Technology Stocks : Semi Equipment Analysis
SOXX 283.58+0.3%Nov 25 4:00 PM EST
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To: Donald Wennerstrom who wrote (1290)11/26/2001 11:35:59 AM
From: Kirk ©  Read Replies (1) of 95474
 
Thanks Don

Very strange... When I type "reply" the chart lines up
perfectly, but it is off slightly when I read as a single
post or as "10 posts". Weird???

I actually email myself once a week your PEG summary tables
(usually sorted by PEG). I have Netscape email and I
actually have to cut n paste a reply to myself then format
as fixed for that to line up in proper rows... but it LOOKS GREAT
afterwards. Not any trouble but I wanted to let you
know just how VALUABLE I find your weekly information and
the SOX table is an added bonus.

BTW, I looked up the numbers for MXIM and AMCC

11/9/01 11/23/01 FST CALL NEXT FST CALL
CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G

LLTC 41.61 38.85 -7 0.83 47 25 1.87
ALTR 23.62 23.32 -1 0.25 93 29 3.22
XLNX 36.03 34.73 -4 0.37 94 26 3.61

MXIM '02 52.23 0.77 68 25 2.71
MXIM '03 52.23 1.01 52 25 2.07
AMCC '03 15.08 -.08 40

It shows me that you are using next fiscal year which is '03 for Maxim and AMCC...

It seems that these analog companies are settling in for a
PEG of 2.0ish if I look at Cary's favorites of MXIM, LLTC,
ALTR & XLNX while the digital ones get a higher PEG...

I wonder why?

Thanks again!
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