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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

4:00 PM EST

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To: Kirk © who wrote (42593)	1/10/2009 3:52:25 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (2) of 95525

Kirk, the data back in July 2007 was not presented in "image" format so I took the Group and put in in the form of an image. The result is shown below. This is a very nice looking summary. All earnings projections are positive and the growth numbers are quite good. Bottom line PE is 16 and PEG is 0.86 implying there is further room on the upside, but it was not to be. Obviously in hindsight, the estimates and growth numbers were not anywhere close to reality.

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