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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 (1956)	2/13/2002 9:21:03 PM
From: Kirk ©	Read Replies (3) of 95737

Any increase in business and companies are now so efficient that they get explosive upside profit gains. Using GAP accounting, HWP increased its Q1 earnings by 240% over 2001 (just announced today). I think the prices of the stocks we follow reflect what they can earn given any reasonable upside. Most CEOs are cautious to keep expectations low and are happy to turn a few orders into huge earnings gains. Look at AMAT. earning 2 cents... Increase sales by $100M with their still decent margins and how much of that falls to the bottom line? Now look at how much that increases earnings of 2 cents... This bear market could be weeding out the excesses (and tben some) to make companies much more efficient. In the hay days, they'd hire just about anyone that was remotly qualified and they had to give their staff huge pay increases to keep them from going to the dot coms. Most companies are now ringing out that excess with layoffs and pay cuts. Overall, their actual business might be on a normal track before the bubble... anyway. I'm curious if the HP news is taken well or if they sell off the stock. Kirk out

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