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Technology Stocks : Semi Equipment Analysis
SOXX 299.81+2.7%Dec 19 4:00 PM EST
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From: Donald Wennerstrom8/7/2011 5:04:28 PM
2 Recommendations  Read Replies (1) of 95617
 
This is the final wrap up of the 2nd quarterly reports for those Group and SOX companies that report on a FY/CY basis.

Overall the results were good in that most companies met or exceeded their estimates. Looking at the bottom line, the estimate was 9.24, the actual was 10.09 which leaves a plus 0.85 overall. This is slightly better than the results of the 1st quarter which was a plus 0.72 overall.

However, there are some caveats. Three of the companies, VECO, STM, and TSM did not meet estimates. More importantly, looking at the right hand columns, bottom line estimates for 2011 and 2012 are anemic at best compared to the actuals for 2010. Seven of the 18 stocks in the table have estimates for 2011 that are less than 2010 actuals. Four of the stocks have estimates for 2012 that are less than 2010 actuals. Bottom line percentage increase estimates for 2011 and 2012 compared to actuals for 2010 are quite small.


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