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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 (61031)	8/11/2013 11:13:32 AM
From: Donald Wennerstrom	3 Recommendations Recommended By Gottfried Return to Sender Sam Read Replies (2) of 95567

The following is the updated table and chart for the 24 stocks in the SOXM that report on a CY/FY basis. The 2nd quarter reporting for those stocks have been completed this past week. As usual, bottom line actuals are greater than the bottom line estimates. The estimated earnings were 6.70 and the actuals were 7.43 for a difference of 0.73. Most of the individual stock actuals were either over or under their estimates by a small amount. However, 4 stocks, SNDK(+0.28), TXN(+0.17), TER(+0.11), and MLNX(+0.10) contributed a total 0.66 improvement to the 0.73 cents improvement overall. Last year the June actuals were 8.84 compared to this June's actuals of 7.43(-16%). This continues the steady downward trend of y-o-y quarterly earnings except for the Sep 11/12 comparison. As the chart shows, SNDK was the standout this quarter with the greatest contribution to earnings of the 24 stocks as well as the exceeding their estimate by the most amount. Of the 7.43 total, SNDK contributed 1.21(16.3%).

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