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Technology Stocks : Semi Equipment Analysis

SOXX 309.36

+2.2%

Dec 3 4:00 PM EST

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To: Donald Wennerstrom who wrote (15861)	6/20/2004 9:41:18 PM
From: Donald Wennerstrom	Read Replies (2) of 95521

Taking some of the data from the last post and combining it with share prices is the subject of the table below. This answers the question of - What was the market ready to pay for estimated earnings in Jun 02, 03, and now 04? The numbers show no correlation as you might expect. Examples abound. Let's take CMOS as one example. Year Ern Est Price 02 -1.19 18.20 03 -1.42 8.63 04 0.38 12.62 Also, lets look at AMAT Year Ern Est Price 02 0.20 20.46 03 0.13 15.78 04 0.85 18.14 - 6/18/02 6/18/03 6/18/04 - 6/18/02 EST 6/20/03 EST 6/18/04 EST - CLOSE CUR YR CLOSE CUR YR CLOSE CUR YR SYMBOL PRICE EARNS PRICE EARNS PRICE EARNS AMAT* 20.46 0.20 15.78 0.13 18.14 0.85 ASML 15.51 -0.08 9.68 -0.20 15.67 0.59 ASYT 18.99 -0.09 6.61 -1.00 9.02 0.49 ATMI 24.00 0.01 25.02 0.01 24.11 0.73 BRKS 27.32 -1.60 11.14 -1.65 17.38 0.75 CMOS 18.20 -1.19 8.63 -1.42 12.62 0.38 COHU 18.75 0.14 15.50 -0.08 17.86 0.90 CYMI 39.87 0.80 31.61 -0.45 33.39 1.52 DPMI 33.71 -0.16 21.73 -2.56 20.25 -2.43 EGLS 11.88 -2.24 1.65 -2.34 4.44 -0.43 FSII 7.73 -1.05 3.70 -1.26 7.26 -0.14 HELX 22.04 -0.31 12.70 -0.06 18.52 1.01 KLAC* 49.90 1.07 47.15 0.66 44.84 1.18 KLIC 12.75 -0.97 6.26 -1.11 10.14 1.32 LRCX 20.07 0.05 17.73 0.10 23.46 0.51 LTXX 15.73 -0.93 8.75 -0.91 8.60 0.01 MTSN 6.12 -1.83 3.65 -0.57 9.16 0.65 NVLS* 37.19 0.48 36.57 0.26 29.21 1.06 PHTN 33.03 -0.08 27.25 -0.89 30.91 0.88 PLAB 20.20 0.49 17.44 -0.32 16.84 0.73 SMTL 12.52 -0.38 5.32 -0.30 10.98 0.42 TER* 26.63 -0.95 17.91 -0.57 19.93 1.43 UTEK 14.25 -0.13 18.16 -0.08 15.00 0.35 VECO 26.34 0.15 17.78 0.24 23.59 0.76 WFR 6.66 -1.17 9.94 0.45 9.47 0.73 TOTALS 539.85 -9.77 397.66 -13.92 450.79 14.25 SOX-X 441.97 371.03 453.08 COMPQX1542.96 1644.72 1986.73 * STOCKS INCLUDED IN SOX INDEX

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