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Technology Stocks : Semi Equipment Analysis
SOXX 297.50-2.6%Nov 6 4:00 PM EST
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To: Gottfried who wrote (13629)2/29/2004 1:42:01 PM
From: Donald Wennerstrom  Read Replies (1) of 95383
 
Here is the weekly update for the Group. Once again, for 6 weeks in a row now, the Group was down - this time by 3 percent. The SOX was down 1 percent and the NASDAQ was unchanged.

During this 6 week "down" period, earnings estimates for most stocks in the the Group have increased substantially. At the bottom line, the earnings change look like this:

         THIS YR      NEXT YR
DATE      EARNS        EARNS       TOTAL
1/17/04   -2.91        18.23       15.32
2/28/04    9.25        28.15       37.40

Despite the very large increase in earnings estimates, the Group has gone down - where will it stop - "only the shadow knows". Only 3 stocks in the Group were up for the week.


-      2/20/04 2/27/04	       FST CALL NEXT  FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	YEAR  LNG TRM
SYMBOL	PRICE	PRICE  CHANGE	EARN	 PE   GROWTH	PEG
MTSN	11.11	11.91	  7	0.93	 13	20	0.64
SMTL	11.98	12.48	  4	0.94	 13	15	0.89
HELX	25.27	25.81	  2	1.27	 20	15	1.35
WFR	 9.50	 9.49	  0	0.82	 12	10	1.22
FSII	 7.96	 7.95	  0	0.41	 19	20	0.97
BRKS	21.25	21.17	  0	1.29	 16	13	1.26
TER*	24.87	24.65	 -1	1.42	 17	15	1.16
UTEK	25.09	24.81	 -1	1.31	 19	30	0.63
DPMI	22.60	22.22	 -2    -0.08		25
PHTN	36.51	35.71	 -2	1.53	 23	25	0.93
AMAT*	21.75	21.25	 -2	1.15	 18	20	0.92
COHU	19.40	18.93	 -2	1.20	 16
LRCX	26.25	25.57	 -3	1.41	 18	20	0.91
NVLS*	33.01	32.15	 -3	1.54	 21	20	1.06
ATMI	27.92	27.15	 -3	1.21	 22	18	1.25
EGLS	 5.48	 5.30	 -3    -0.30		22
LTXX	16.07	15.49	 -4	0.95	 16	20	0.82
KLAC*	55.19	52.71	 -4	2.37	 22	20	1.10
ASYT	10.62	 9.93	 -6	0.30	 33	20	1.66
VECO	31.23	29.17	 -7	1.47	 20	20	0.99
ASML	19.68	18.26	 -7	0.99	 18	14	1.37
CYMI	41.46	38.46	 -7	2.45	 16	26	0.62
KLIC	13.72	12.45	 -9	1.42	  9	18	0.50
PLAB	19.16	17.37	 -9	1.10	 16	18	0.90
CMOS	12.77	11.36	-11	1.05	 11	14	0.78
TOTALS 549.85  531.75	 -3    28.15
SOX-X  509.80  502.26	 -1
COMPQX2037.93 2029.82	  0
* STOCKS INCLUDED IN SOX INDEX
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