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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: BWAC who wrote (13720)	3/4/2004 11:59:16 AM
From: Donald Wennerstrom	Read Replies (1) of 95383

Another way to measure "fear" is to look at present SOX parameters of 2/27/04 as shown in Message 19861786 versus the SOX parameters of 1/16/04 as shown in Message 19705680 Note the difference in PEG ratios between the 2 tables. Now they are much lower than they were in January showing that the "market" does not presently support the same degree of "risk" as it did in January - or put another way, "fear" has brought the PEG numbers down since January. Also, note that between the 2 tables, the bottom line earnings for the SOX was 15.81 in January as opposed to 21.22 presently - that is a 34 percent improvement while the SOX went from 557.15 down to 502.26, a 10 percent loss. Must be something out there causing that kind of "market response" - do we call that something "fear".;) Don

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