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Technology Stocks : Semi Equipment Analysis
SOXX 304.96+0.4%Dec 23 4:00 PM EST

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To: Gottfried who wrote (47978)5/28/2010 11:18:27 AM
From: Donald Wennerstrom  Read Replies (2) of 95630
 
Gottfried, AMAT being under accumulation from February should be a good thing, but it doesn't seem to do much for the stock price. We will get another read this week when the 13 week rolling quarter is updated, but as of last Friday, AMAT was up from 12.50 on 2/19 to 12.72 on 5/21. That's a gain of 0.22 or 1.8 percent.

Message 26558058

Also as of last Friday, AMAT PE was 11 and PEG of 0.82. Other stocks in the Group and SOX are in the same situation of course. The market is not enamored with AMAT at the moment. Hard to tell how long this condition will last. CREE had a PE of 29 and a PEG of 1.32 last week. AMAT has a long way to go to get to those kind of numbers.<g>

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