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Technology Stocks : Semi Equipment Analysis
SOXX 292.04+2.4%4:00 PM EST

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To: Kirk © who wrote (43413)2/14/2009 5:57:14 PM
From: Donald Wennerstrom  Read Replies (1) of 95610
 
That is certainly true,

<<a dime in earnings from AMAT or ALTR is worth far more than a dime in earnings from UTEK>>

however, the purpose of the table was not to try and evaluate companies, but to look mostly at the action at the bottom line to try and determine as we go forward - is the market going to "pull in" or "push out" the recovery as they see it today, 2/14/09.

The movement of overall estimates as we go forward should help us in determining the trend as the weeks unfold.

Don
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