Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: Donald Wennerstrom who wrote (38187)	2/18/2008 5:59:51 PM
From: The Ox	Read Replies (2) of 95622

Hi Don, Great tables! The new format is mucho better! One has to be careful with the "actual" growth percentages because they don't take into consideration mergers and acquisitions. Take BRKS for example. They merged with HELX in 2006 so the jump in revenue growth for BRKS from 2004 to 2006 showed a massive move up but it wasn't "internal" growth. The estimates made by the analysts are for internal growth, not based on acquisitions or similar factors. I understand what Cary was looking for but you are not going to get it from the Yahoo estimate pages,imo. TO EDIT - To follow up, it might make more sense to track Revenue Per Share on a yearly basis to show whether or not there is growth at the shareholder level or is it simply top line growth which doesn't translate appropriately in an attempt to put up a per share valuation.

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