Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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To: BWAC who wrote (15266)	5/19/2004 7:30:37 PM
From: Donald Wennerstrom	Read Replies (1) of 95616

BWAC, All good observations and questions. I think the "rubber has to meet the road" here in the near future. I don't know exactly what it is going to take to "turn this ship around", but there are obviously some strong feelings among the different analysts about the future - they are all over the "map" Here is one more data point from a recent CSFB analysis. <<The stock is trading at 21.4x and 29.8x our CY04 and CY05 EPS estimates of $0.91 and $0.65 respectively; street estimates are at $0.95 and $1.19.>> First, note that these are CY estimates, not FY estimates. However, look at the divergence. CSFB is predicting a reduction of -29 percent in earnings for next year, while the consensus is up 25 percent - obviously, a lot of divergence there, and some one is wrong. Don

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