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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 (15196)5/16/2004 12:27:22 PM
From: Donald Wennerstrom  Read Replies (1) of 95737
 
And while we are at it, the table below is sorted by percent change in stock price. Going down through the list is interesting. Take the example of CYMI. During the last 17 weeks, their 2 year estimated earnings has gone from 0.65 to 4.15, a gain of 3.50. Do you think that would make CYMI go up in price over that 17 week period - no it didn't - it went from 49.30 to last Friday's close at 32.56, a loss of 34 percent. CYMI now sports a next year PE of 13 and a PEG of 0.49.

-	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
DPMI	-2.09	-2.22  -0.13	23.90	20.92	-12
ATMI	 0.27	 1.95	1.68	28.37	24.24	-15
SMTL	 0.93	 1.52	0.59	12.52	10.64	-15
EGLS	-2.89	-0.31	2.58	 5.60	 4.63	-17
COHU	 0.58	 2.30	1.72	22.22	17.70	-20
WFR	 1.11	 1.64	0.53	11.00	 8.51	-23
AMAT*	 1.47	 1.93	0.46	24.41	18.54	-24
PLAB	 1.65	 1.74	0.09	20.87	15.75	-25
HELX	 0.37	 2.36	1.99	24.93	18.09	-27
VECO	 0.77	 2.27	1.50	32.83	23.81	-27
ASML	 0.12	 1.71	1.59	21.76	15.35	-29
KLAC*	 2.79	 3.64	0.85	62.10	43.71	-30
CMOS	 0.57	 1.22	0.65	15.96	11.22	-30
MTSN	-0.05	 1.88	1.93	14.26	 9.98	-30
TER*	-0.05	 3.21	3.26	30.30	20.71	-32
NVLS*	 1.05	 2.54	1.49	42.44	28.90	-32
PHTN	 1.95	 2.62	0.67	43.91	29.82	-32
KLIC	 2.23	 2.73	0.50	15.20	10.26	-33
CYMI	 0.65	 4.15	3.50	49.30	32.56	-34
LRCX	 1.44	 2.15	0.71	34.24	21.87	-36
BRKS	 1.29	 2.23	0.94	25.95	16.53	-36
FSII	 0.16	 0.36	0.20	 7.92	 5.04	-36
LTXX	 0.49	 1.04	0.55	19.12	 9.61	-50
ASYT	-0.45	 1.02	1.47	18.59	 8.96	-52
UTEK	 0.96	 1.50	0.54	32.99	15.81	-52
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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