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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST
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To: The Ox who wrote (7923)12/31/2002 1:28:48 PM
From: Cary Salsberg   of 95572
 
RE: "It's possible that in a few years, their peak earnings could be closer to $1/qtr instead of a $1/year."

I am still going with Morgan's $20B peak revenue, but I am expecting it in 2007-8 instead of Morgan's last prediction of 2005. I read an analysis that put EPS at $2.75 for $20B revenues. A 20 to 30 PE gives my expected high range of $55 to $83.
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