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Technology Stocks : Semi Equipment Analysis
SOXX 291.39+2.8%Nov 26 4:00 PM EST
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To: Donald Wennerstrom who wrote (10709)7/24/2003 7:00:28 PM
From: Kirk ©  Read Replies (2) of 95480
 

-	      DATA FROM FIRST CALL
-	    7/17/03	    7/24/03
-	 EARNINGS EST	 EARNINGS EST	 EARNINGS CHG
SYMBOL	CURR YR	NEXT YR	CURR YR	NEXT YR	CURR YR	NEXT YR
AMAT	 0.13    0.46	 0.13	 0.46
LRCX	 0.10    0.35	 0.35	 1.07	 0.25	 0.72



LRCX should have a PEG of $21.57 / 1.07 / 20 = 1.08
if your numbers are correct.

I just took some profits today (sold 7.5% of my personal position) at $21.83 as it seems to have come very far very fast (over 100% YTD at that level) and I like to pull some as it goes up.

Kirk
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