SI
SI
discoversearch

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 297.50-2.6%Nov 6 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Donald Wennerstrom who wrote (13634)2/29/2004 7:15:49 PM
From: Donald Wennerstrom  Read Replies (1) of 95383
 
Since 1/16, the earnings estimates have increased very substantlly at the bottom line while most stocks have decreased in value over this same period. The table below looks at each individual stock in the Group. The first 2 columns are the sum of earnings for "this year" and "next year" as they were on 1/16 and then as of today. The 3rd column shows the change in earnings estimates between the 2 dates. Note that only ASYT and DPMI had negative numbers. The last 3 columns are the prices on the 2 dates and the percent difference between the two.

-	 DATA FROM FIRST CALL
-      1/16/04	2/27/04	       1/16/04 2/27/04
-	2 YEAR	2 YEAR	EARNS	CLOSE	CLOSE	PCT
SYMBOL	 EARNS	 EARNS	DIFF	PRICE	PRICE	CHG
AMAT*	 1.47	 1.94	 0.47	24.41	21.25	-13
ASML	 0.12	 1.59	 1.47	21.76	18.26	-16
ASYT	-0.45	-0.95	-0.50	18.59	 9.93	-47
ATMI	 0.27	 1.88	 1.61	28.37	27.15	 -4
BRKS	 1.29	 1.77	 0.48	25.95	21.17	-18
CMOS	 0.57	 1.17	 0.60	15.96	11.36	-29
COHU	 0.58	 1.79	 1.21	22.22	18.93	-15
CYMI	 0.65	 3.79	 3.14	49.30	38.46	-22
DPMI	-2.09	-2.79	-0.70	23.90	22.22	 -7
EGLS	-2.89	-1.15	 1.74	 5.60	 5.30	 -5
FSII	 0.16	 0.16	 	 7.92	 7.95	  0
HELX	 0.37	 2.18	 1.81	24.93	25.81	  4
KLAC*	 2.79	 3.48	 0.69	62.10	52.71	-15
KLIC	 2.23	 2.56	 0.33	15.20	12.45	-18
LRCX	 1.44	 1.84	 0.40	34.24	25.57	-25
LTXX	 0.49	 0.97	 0.48	19.12	15.49	-19
MTSN	-0.05	 1.40	 1.45	14.26	11.91	-16
NVLS*	 1.05	 2.41	 1.36	42.44	32.15	-24
PHTN	 1.95	 2.24	 0.29	43.91	35.71	-19
PLAB	 1.65	 1.74	 0.09	20.87	17.37	-17
SMTL	 0.93	 1.29	 0.36	12.52	12.48	  0
TER*	-0.05	 2.37	 2.42	30.30	24.65	-19
UTEK	 0.96	 1.99	 1.03	32.99	24.81	-25
VECO	 0.77	 2.24	 1.47	32.83	29.17	-11
WFR	 1.11	 1.49	 0.38	11.00	 9.49	-14
TOTALS	15.32	37.40	22.08  640.69  531.75	-17
SOX-X			       557.15  502.26	-10
COMPQX			      2140.46 2029.82	 -5
* STOCKS INCLUDED IN SOX INDEX
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News