Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: C_Johnson who wrote (11382)	9/5/2003 8:18:07 AM
From: Sarmad Y. Hermiz	Read Replies (1) of 95617

Hi Carl, >> What I am debating in my head is whether or not increasing earnings and revenues will be the catalyst to drive the stocks significantly higher. This is a late reply, and maybe by now the subject is moot. But the question is how much room there is on the upside ? Well, look at the reaction of NSM stock price to mildly higher revenue and margins. Up 10%. And also look at the reaction to Intel's re-iteration of higher projected rev and margins. Obviously there is a lot of headroom - provided the positive economic backdrop continues. ------------------ I'm looking at these numbers from your post: ******** First Call Consensus Estimates - Cumulative CY 2003 Estimates Q1 Q2 Delta % Chg Semiconductors $8.85 $8.59 ($0.26) -3% Cap Equipment $0.53 ($0.58) ($1.12) -210% CY 2004 Estimates Q1 Q2 Delta% Chg Semiconductors $16.51 $16.26 ($0.25) -2% Cap Equipment $14.01 $13.87 ($0.15) -1% ********* Isn't that saying that a significant profit increase is expected from CY 2003 Q1 to CY 2004 Q1 (in both Semiconductors and Cap Ex) ? Am I misreading this table ? Sarmad

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next