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Technology Stocks : Semi Equipment Analysis

SOXX 342.47

+1.6%

Jan 16 4:00 PM EST

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To: Donald Wennerstrom who wrote (15194)	5/16/2004 12:13:31 PM
From: Donald Wennerstrom	Read Replies (1) of 95737

From the previous post, the columns on earnings for "this year" and "next year" can be added together to show the total earnings for each stock over a 2 year period, and the price action over the corresponding 17 week period can be added. As can be seen - estimated earnings are up dramatically - while stock prices are down dramatically. At the bottom line, earnings estimates tripled from 15.32 to 45.18, a gain of 29.86, while the Group price went from 640.69 to 443.16, a loss of 31 percent. - DATA FROM FIRST CALL - 1/16/04 5/14/04 1/16/04 5/14/04 - 2 YEAR 2 YEAR EARNS CLOSE CLOSE PCT SYMBOL EARNS EARNS DIFF PRICE PRICE CHG AMAT* 1.47 1.93 0.46 24.41 18.54 -24 ASML 0.12 1.71 1.59 21.76 15.35 -29 ASYT -0.45 1.02 1.47 18.59 8.96 -52 ATMI 0.27 1.95 1.68 28.37 24.24 -15 BRKS 1.29 2.23 0.94 25.95 16.53 -36 CMOS 0.57 1.22 0.65 15.96 11.22 -30 COHU 0.58 2.30 1.72 22.22 17.70 -20 CYMI 0.65 4.15 3.50 49.30 32.56 -34 DPMI -2.09 -2.22 -0.13 23.90 20.92 -12 EGLS -2.89 -0.31 2.58 5.60 4.63 -17 FSII 0.16 0.36 0.20 7.92 5.04 -36 HELX 0.37 2.36 1.99 24.93 18.09 -27 KLAC* 2.79 3.64 0.85 62.10 43.71 -30 KLIC 2.23 2.73 0.50 15.20 10.26 -33 LRCX 1.44 2.15 0.71 34.24 21.87 -36 LTXX 0.49 1.04 0.55 19.12 9.61 -50 MTSN -0.05 1.88 1.93 14.26 9.98 -30 NVLS* 1.05 2.54 1.49 42.44 28.90 -32 PHTN 1.95 2.62 0.67 43.91 29.82 -32 PLAB 1.65 1.74 0.09 20.87 15.75 -25 SMTL 0.93 1.52 0.59 12.52 10.64 -15 TER* -0.05 3.21 3.26 30.30 20.71 -32 UTEK 0.96 1.50 0.54 32.99 15.81 -52 VECO 0.77 2.27 1.50 32.83 23.81 -27 WFR 1.11 1.64 0.53 11.00 8.51 -23 TOTALS 15.32 45.18 29.86 640.69 443.16 -31 SOX-X 557.15 450.99 -19 COMPQX 2140.46 1904.25 -11 * STOCKS INCLUDED IN SOX INDEX

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