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Technology Stocks : Semi Equipment Analysis

SOXX 291.39

+2.8%

Nov 26 4:00 PM EST

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Gottfried

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Woody_Nickels

To: Gottfried who wrote (71606)	2/15/2016 3:12:51 PM
From: Donald Wennerstrom	3 Recommendations Read Replies (1) of 95480

Perhaps the author is right, but I don't understand why that time is "right now". I see robust growth prospects for the company, despite the slowing demand for smartphones. AMAT has been doing well like several companies in this sector for a few years, but it has not moved the needle much on stock prices. AMAT is no exception as the chart shows. According to the author's own summary, According to 19 analysts' average estimate, Applied is expected to post a profit of $0.25 a share, a 7.4% decline from its actual earnings for the same quarter a year ago. I expect AMAT to beat that estimate, but by enough to really cause a lasting uptrend in the stock price, I doubt it. The author needs to look at your charts where semiconductor sales keep rising nicely year after year, but the semi equips have the same or falling revenue. Growth in revenue and earnings have been hard to come by in the semi equip area. As always, quarterly earnings reporting time is very important for the stock. The AMAT report will be no different this Thursday so we don't have long to wait to find out "the real story".

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