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Technology Stocks : Semi Equipment Analysis
SOXX 330.35+0.5%Jan 12 4:00 PM EST

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To: Donald Wennerstrom who wrote (27019)11/19/2005 12:01:10 PM
From: Return to Sender  Read Replies (1) of 95708
 
Don, the correlation would be in the rate of change. When little is expected of a stock and the company delivers a better than expected outlook then the stock will take off. Even now there should be some correlation over time. But it's all in beating the numbers not the PEG alone. LTXX will be a fine example of a stock that little was expected of raising guidance and rallying hard as will be shown when put into the tabular data this week.

The tables that I believe would best support this would be those from say March 2003 vs September 2003. If you were going to add data of any sort it should be something along the lines of how much stocks beat or miss quarterly estimates and future projections.

But that would be a lot of work. Thank you for what you already do.

RtS
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