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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 (41951)	12/2/2008 4:07:48 PM
From: Pam	Read Replies (1) of 95616

Pam, Thanks for picking up on that article By Ionut Arghire, Hardware Editor on the SEMI forecast. You are welcome! Don, when you get a chance can you try and research the PEG ratio tables that you post here and see when and how quickly EPS estimates for LRCX came down so dramatically for 2009 and 2010? Same thing needs to happen with WFR, and analysts will not do that until their clients are out of it and/or management gives a lower guidance. Analysts these days have lost the courage to be bold and revise the estimates downwards until the management guide them first!

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