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Technology Stocks : Semi Equipment Analysis
SOXX 342.47+1.6%Jan 16 4:00 PM EST
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To: Donald Wennerstrom who wrote (26794)11/9/2005 6:19:33 PM
From: Donald Wennerstrom  Read Replies (1) of 95737
 
After BRKS reported today, there is only 1 company, KLIC, left to report for this past calendar quarter. KLIC is apparently scheduled to report later next week - so in the interest of expediency, the results for the quarter, using KLIC's estimate as the actual(which can be corrected next week as necessary), are shown below.

-	SEP 2005 GROUP EARNINGS SUMMARY
-      FISCAL	QTR	QTR	QTR
-	QTR	EARN	EARN	PCT
SYMBOL	END	EST	ACT	DIFF
ASML	3Q	0.11	0.12	  9
ASYT	2Q     -0.03	0.02
ATMI	3Q	0.25	0.22	-12
BRKS	4Q     -0.04	0.00
COHU	3Q	0.27	0.42	 56
CYMI	3Q	0.20	0.35	 75
KLAC	1Q	0.49	0.50	  2
KLIC	4Q	0.18	0.18(E)
LRCX	1Q	0.30	0.35	 17
MTSN	3Q	0.03	0.01	-67
NVLS	3Q	0.21	0.17	-19
PHTN	4Q     -0.45   -0.31
SMTL	4Q	0.07	0.09	 29
TER	3Q     -0.02	0.09
UTEK	3Q     -0.04	0.01
VECO	3Q	0.12	0.14	 17
WFR	3Q	0.29	0.25	-14
SEP05	TOTAL	1.94	2.61	 35
JUN05	TOTAL	1.70	2.13	 25
MAR 05	TOTAL	1.25	1.46	 17
DEC 04	TOTAL	2.70	2.91	  8
SEP 04	TOTAL	4.13	4.25	  3
JUN 04	TOTAL	3.49	3.91	 12

This makes the 2nd quarter of increase earnings for the stocks listed(17 of the 23 stocks in the Group). The percent of actuals achieved above the estimates(35 percent) was the highest ever over the reported period of 6 quarters.

Then of course, the table can be sorted by the percent difference column as shown below.

-	SEP 2005 GROUP EARNINGS SUMMARY
-      FISCAL	QTR	QTR	QTR
-	QTR	EARN	EARN	PCT
SYMBOL	END	EST	ACT	DIFF
CYMI	3Q	0.20	0.35	 75
COHU	3Q	0.27	0.42	 56
SMTL	4Q	0.07	0.09	 29
VECO	3Q	0.12	0.14	 17
LRCX	1Q	0.30	0.35	 17
ASML	3Q	0.11	0.12	  9
KLAC	1Q	0.49	0.50	  2
ATMI	3Q	0.25	0.22	-12
WFR	3Q	0.29	0.25	-14
NVLS	3Q	0.21	0.17	-19
MTSN	3Q	0.03	0.01	-67
KLIC	4Q	0.18	0.18(E)
PHTN	4Q     -0.45   -0.31
TER	3Q     -0.02	0.09
UTEK	3Q     -0.04	0.01
ASYT	2Q     -0.03	0.02
BRKS	4Q     -0.04	0.00
SEP05	TOTAL	1.94	2.61	 35
JUN05	TOTAL	1.70	2.13	 25
MAR 05	TOTAL	1.25	1.46	 17
DEC 04	TOTAL	2.70	2.91	  8
SEP 04	TOTAL	4.13	4.25	  3
JUN 04	TOTAL	3.49	3.91	 12
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