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Technology Stocks : Semi Equipment Analysis
SOXX 296.74+1.8%Nov 28 4:00 PM EST
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To: The Ox who wrote (15550)6/4/2004 1:40:14 AM
From: Donald Wennerstrom  Read Replies (3) of 95487
 
Your post got me thinking about the differences in the Group prices, 18 months ago, compared to now. Also, what is the difference in "next year" earnings now compared to 18 months ago. The table below shows the results of the comparisons. Note particularly the bottom line - the Group is up only 19 percent while the SOX and NASDAQ are up 31 and 34 percent respectively. Maybe someone can figure out why? Also, at the bottom line, next year earnings 18 months ago was -1.03, and now it is 31.21. 

-			       11/29/02 5/28/04
-     11/29/02 5/28/04	       FST CALL FST CALL
-	CLOSE	CLOSE  PERCENT NXT YR	NXT YR
SYMBOL	PRICE	PRICE  CHANGE	EARN	EARN
AMAT*	17.05	19.97	 17	0.50	1.18
ASML	11.15	17.61	 58	0.10	1.08
ASYT	 8.41	10.11	 20	0.15	0.53
ATMI	23.97	25.62	  7	0.03	1.23
BRKS	14.44	20.62	 43    -0.27	1.47
CMOS	10.82	14.01	 29    -0.69	1.35
COHU	15.50	18.95	 22    -0.19	1.40
CYMI	36.33	36.80	  1	0.42	2.55
DPMI	27.83	22.08	-21	0.28	0.21
EGLS	 2.62	 5.25	100    -2.24	0.12
FSII	 4.53	 6.89	 52		0.53
HELX	14.18	19.90	 40    -0.09	1.37
KLAC*	44.17	48.18	  9	1.09	2.46
KLIC	 5.85	11.45	 96	0.06	1.30
LRCX	16.24	25.13	 55	0.41	1.63
LTXX	 9.22	10.65	 16    -0.22	0.97
MTSN	 3.50	10.66	205    -1.10	1.22
NVLS*	36.29	33.29	 -8	0.46	1.58
PHTN	35.25	32.26	 -8	0.12	1.78
PLAB	15.82	17.72	 12	0.04	1.10
SMTL	 6.94	11.45	 65		1.10
TER*	16.39	22.29	 36    -0.30	1.78
UTEK	11.47	15.24	 33    -0.23	0.89
VECO	14.03	25.83	 84	0.26	1.48
WFR	 9.12	 9.18	  1	0.38	0.90
TOTALS 411.12  491.14	 19    -1.03   31.21
SOX-X  373.53  488.86	 31
COMPQX1478.78 1986.74	 34
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