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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Donald Wennerstrom who wrote (55340)	1/29/2012 12:36:32 PM
From: Donald Wennerstrom	1 Recommendation Read Replies (1) of 95572

Furthermore, from an earnings point of view in the stocks we watch, the numbers bottomed on a quarterly basis in the March 09 quarter and then began to rise each quarter until reaching the peak in the Dec 10 quarter at 10.70. Then a descent started, small at first, and then accelerating downward. At the moment it looks like the Dec 11 quarter will come in around 7.50 which will be down about 3.20 from the 10.70 of the Dec 10 quarter. Now, let's compare Mar quarters. Mar 11 actuals were 9.74. As of this weekend, 10 of the 18 stocks have reported Dec 11 actuals with new estimates available for the Mar 12 quarter. These new estimate numbers can be put in a small table to compare with the Mar 11 actuals. This table is just under the larger full table posted earlier this weekend. In general, note the weak numbers estimated for the Mar 12 quarter. While the quarterly numbers for the remainder of 2012 may very well increase, the year is starting out in a very poor fashion. Weak numbers for the first quarter will be a "drag" on final 2012 results. 2012 will be fighting just to get back to where we were in 2010 in terms of earnings.

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