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Technology Stocks : Semi Equipment Analysis

SOXX 289.38

-3.4%

Nov 13 4:00 PM EST

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To: Sarmad Y. Hermiz who wrote (12000)	10/9/2003 8:48:33 PM
From: Donald Wennerstrom	Read Replies (1) of 95414

Sarmad, I know you think highly of ALTR and XLNX - others do as well, but the brokerages and analysts are not giving them increases in earnings estimates, etc, that some of the other stocks in the SOX are getting. The following table shows the earnings estimate changes for the past 5 weeks for the SOX. - DATA FROM FIRST CALL - 09/04/03 10/9/03 - EARNINGS EST EARNINGS EST EARNINGS CHG SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR ALTR 0.39 0.48 0.39 0.48 AMAT 0.13 0.46 0.13 0.46 AMD -1.43 -0.28 -1.39 -0.24 0.04 0.04 BRCM 0.43 0.65 0.43 0.64 -0.01 INTC 0.75 1.01 0.77 1.05 0.02 0.04 KLAC 1.03 1.80 1.03 1.86 0.06 LLTC 0.91 1.07 0.91 1.08 0.01 LSI -0.08 0.27 -0.08 0.26 -0.01 MOT 0.17 0.39 0.17 0.40 0.01 MU -1.99 -0.37 -0.16 0.86 1.83 1.23 MXIM 1.13 1.36 1.12 1.39 -0.01 0.03 NSM 0.72 1.11 1.06 1.42 0.34 0.31 NVLS 0.18 0.67 0.18 0.68 0.01 STM 0.43 0.80 0.43 0.82 0.02 TER -0.60 0.46 -0.60 0.45 -0.01 TSM 0.29 0.47 0.31 0.49 0.02 0.02 TXN 0.33 0.64 0.34 0.67 0.01 0.03 XLNX 0.65 0.88 0.65 0.88 TOTAL 3.44 11.87 5.69 13.65 2.25 1.78 At the bottom line the increase is due mostly to the big change in MU due to its "rolling over" "next year" to "this year" and a new "next year" earnings estimate. However, note that ALTR and XLNX have had no increase in earnings estimate over the past 5 weeks while many other stocks have had both their "this year" and "next year" earnings estimates increased. Also, note that LSI has had a 0.01 decrease in earnings estimate for "next year". For whatever reason - and I have no clue what it is - these stocks are not in favor right now. Don

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