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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Cary Salsberg who wrote (10631)	7/17/2003 6:38:46 PM
From: Donald Wennerstrom	Read Replies (1) of 95487

Cary, I think you are basically saying - "PE's can move around a lot and a specific number is affected by a lot of factors" - if that was your point, I certainly agree with that. Since we are talking about INTC, lets take a look at growth, estimates, and PE'S since February. First Call has just released today the first update on earnings estimates since INTC reported earnings and their outlook for the second half. I arbitrarily picked 3 points - Feb 14th, July 3rd and today, July 17th. For the nearly 5 months between the first 2 points hardly any change - next years estimate went from 0.82 to 0.81 and growth decreased by 1 percent from 17 to 16. Today's report shows an increase in this years earnings from 0.62 to 0.68(10 percent) and next years earnings from 0.81 to 0.90(11 percent). Note that growth rate was reduced by another percentage point to 15 percent. - FIRST CALL - EARNINGS EST CLOSE GROWTH PE PE DATE CURR YR NEXT YR PRICE RATE CURR YR NEXT YR 2/14/03 0.62 0.82 16.15 17 26 20 7/3/03 0.62 0.81 21.73 16 35 27 7/17/03 0.68 0.90 24.93 15 37 28

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