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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 (43735)3/14/2009 3:34:35 PM
From: Donald Wennerstrom1 Recommendation  Read Replies (2) of 95626
 
Here is the updated comparison between LRCX and WFR. For the last 4 weeks, LRCX has had no change in yearly estimates, and WFR has had no changes for the past 2 weeks. With the past week huge price gains, LRCX is now up 31 percent from its Nov low and WFR is up 35.4 percent from its Nov low. For both stocks, earnings estimates now are much lower than they were at the Nov price bottoms.

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