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Technology Stocks : Semi Equipment Analysis

SOXX 304.92

-0.1%

Dec 30 4:00 PM EST

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To: BMcV who wrote (17596)	8/4/2004 10:26:53 AM
From: BWAC	Read Replies (1) of 95652

So this juggler in the clown show says that ASML now trades at 20X 2004 earnings which is half way in the books and guided for another 1/4th of the way. Seems a fair valuation to me with little risk? Then the clown goes on to juggle that his estimates for 2005 impute a current 12.2 PE, yet if earnings come in at half that (as they think) it could become a 25PE? So what exactly are the estimates???? Which is it? Sounds like he is juggling with both hands and feet. Then some more juggling of 20X peak eps can't be supported, yet 25X trough can't either, but here we are today at 20PE?Niether at the top or bottom of the cycle. Unless of course, we are? But still yet, his estimates call for a 12.2 peak eps unless of course he is 100% wrong and his "other" estimates materialize? This is garbage analysis.

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