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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: Donald Wennerstrom who wrote (17774)8/8/2004 3:32:27 PM
From: Donald Wennerstrom  Read Replies (1) of 95617
 
Now that the 3 week reporting season is over, the quarterly earnings reports can be compared to the stock prices over the same period. For the 20 out of the 25 stocks in the Group reporting, at the bottom line, actual quarterly earnings were up 22 percent over quarterly estimates - what did the 20 stocks prices do? - they "tanked" 8 percent. Only COHU, LRCX, and WFR, exceeding quarterly estimates by 68, 46, and 59 percent respectively, managed gains of 21, 3 and 4 percent respectively. This is the 3rd quarterly reporting season in a row where quarterly earnings actuals handily beat estimates, but the stocks sold off - big time!

-	AVE	ACT	       7/16/04	8/6/04
-	QTR	QTR	PCT	CLOSE	CLOSE	PCT
SYMBOL	EST	EARN	DIFF	PRICE	PRICE	DIFF
ASML	0.14	0.16	 14	14.92	13.22	-11
ASYT	0.05	0.04	-20	 7.20	 4.42	-39
ATMI	0.17	0.18	  6	21.99	19.60	-11
BRKS	0.30	0.31	  3	15.66	12.60	-20
COHU	0.19	0.32	 68	15.61	18.95	 21
CYMI	0.29	0.27	 -7	29.34	25.87	-12
DPMI   -0.40   -0.10		17.09	15.04	-12
EGLS   -0.12   -0.16		 3.58	 2.66	-26
HELX	0.23	0.24	  4	15.68	14.49	 -8
KLAC	0.45	0.48	  7	39.36	38.38	 -2
KLIC	0.32	0.37	 16	 8.36	 6.98	-17
LRCX	0.26	0.38	 46	20.71	21.40	  3
MTSN	0.12	0.14	 17	 8.98	 7.78	-13
NVLS	0.26	0.29	 12	27.29	24.90	 -9
PHTN	0.31	0.32	  3	26.17	22.70	-13
SMTL   -0.06   -0.06		 8.41	 7.25	-14
TER	0.37	0.39	  5	17.79	15.26	-14
UTEK	0.02   -0.10		13.00	11.82	 -9
VECO	0.13	0.15	 15	21.08	20.30	 -4
WFR	0.17	0.27	 59	 8.43	 8.73	  4
TOTAL	3.20	3.89	 22    340.65  312.35	 -8
SOX-X			       410.46  386.88	 -6
COMPQX			      1883.15 1776.89	 -6
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