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Technology Stocks : Semi Equipment Analysis
SOXX 285.23-3.7%Dec 17 4:00 PM EST
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To: robert b furman who wrote (48241)7/4/2010 4:53:45 PM
From: Donald Wennerstrom1 Recommendation  Read Replies (2) of 95596
 
Bob, The composite chart below shows the situation over the past 6 months. It really correlates to the world economic situation IMO.

A lot of problems out there in the "economic" world. We hear about it in the news every day. Countries going bankrupt, high unemployment everywhere, and much more, etc.

However, on this thread we know that the semi sectors have been doing very well. Lots of demand everywhere, and we have rising revenue, earnings, and growth estimates supported by increasing Bookings and Billings on a monthly basis. Earnings growth has been very good as documented on this thread, and we expect very good earnings for this June quarter and quite likely good earnings estimates on into the future.

The problem holding down rising prices in the semi sectors has been the over all economy. It is dismal causing tremendous compression in PEs and PEGs as just documented in a previous post. If the economy could pull out of the doldrums, the semi sectors are poised to go to much higher values. That is a big IF however. At the moment, the major indices could go either way. We will just have to wait and see what happens(which is the usual state of affairs).

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