Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 343.07

-0.5%

Jan 26 4:00 PM EST

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To: Sarmad Y. Hermiz who wrote (29223)	3/9/2006 5:36:37 PM
From: Return to Sender	Read Replies (1) of 95765

>Was the "cycle" in the stocks' price only ? Or was it in the booking, earnings, and stock price ? In other words, did the stock price crash because the P/E compressed ? or did earnings fall ?< I would say stock prices only. Even value investors have to buy a stock before earnings for the company improve in order to reap the most benefit. I think the question now for investors in this industry is simply can companies continue to beat estimates in the future. By that I mean 6 months out and beyond. And at this time I have to wonder if institutional investors are beginning to unload stocks thinking that estimates will have to be lowered. But the uptrend in the SOX is still intact even if the index drops all the way down to 480. RtS

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