Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 305.32

-0.2%

Dec 29 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (17625)	8/5/2004 2:07:49 AM
From: The Ox	Read Replies (2) of 95646

If we remove LTXX, PLAB, AMAT, FSII and CMOS (companies not included in your earnings table) from the 7/30 weekly update table you posted, we get a group share price of $341.95. Earnings for the group of 20 totaled $3.89 or, put another way, equal to $15.56 for a yearly number (if multiplied by 4). This gives the group of 20 who have reported a combined PE of 22 based on the current numbers multiplied by 4. If we remove the above 5 stocks from your weekly update's next year's estimates, we get expected earnings for the group of 20 reporting stocks of $26.86 (or 72% growth over the $15.56 figure). Forward PE for the group of 20 is 12.7 based on the 7/30 closing total of $341.95. A forward PE of less then 13 for stocks expected to grow eps by over 70%. What's wrong with this picture...?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next