Semi Equipment Analysis Message Board

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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: Kirk © who wrote (10711)	7/24/2003 7:24:46 PM
From: Donald Wennerstrom	Read Replies (1) of 95480

Yes this was a "step function" change in the evaluation. We will probably see several more of these in the next 2 to 3 weeks as companies whose FY year ends in June get reported on by First Call(and other rating services). The new number of 1.07 can change quite easily. The current year number of 0.35 is the consensus of 15 brokers. The new number of 1.07 is the consensus of 3 brokers. Any change in their estimate(s) or new estimates from additional brokers will obviously affect the consensus number. Don

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