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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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To: Donald Wennerstrom who wrote (12602)	11/22/2003 1:30:16 PM
From: The Ox	Read Replies (1) of 95616

Don, With respect to MTSN, the 3+ PEG might be an aberration. If we look back at the tables you posted for me, MTSN saw the largest change in this year EPS, almost $2 greater then was expected back in Oct '02. So, since the analysts were WAY off a year ago, why should we believe their current estimates are more accurate? Actually, I believe they are a bit more accurate since there was a lot of confusion based on MTSN's merger with the European co. Steag. and now that they've announced a few earnings reports with the combined operations, it should be easier to figure out where they are headed. I've been focusing on a few stocks outside of the SCE industry for trading, so I can't chime in here and give RtS any help at the moment. I will try to look over the group and the SOX this weekend to see who I think are the best short term traders at this point in time.

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