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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (8056)	8/18/1999 11:19:00 AM
From: Math Junkie	Read Replies (1) \| Respond to of 10921

Sorry for the delayed reply - there's a bug that was preventing me from posting, which I finally got around by skipping the preview. You're right, I goofed! Besides LRCX, I should have indicated that KLAC's estimate was for FY2001 as well. Corrected table to folow.

To: Kirk © who wrote (8056)	8/18/1999 11:29:00 AM
From: Math Junkie	Respond to of 10921

Still trying to get the corrected table up. These bugs are driving me nuts!

To: Kirk © who wrote (8056)	8/18/1999 11:52:00 AM
From: Math Junkie	Read Replies (1) \| Respond to of 10921

SEMICONDUCTOR EQUIPMENT ESTIMATED EARNINGS AND P/E ANNUALIZED 17-AUG CURRENT QTR FY 2000 FY 2001 STOCK CLOSE FY END EARNINGS P/E CONSENSUS P/E CONSENSUS P/E AMAT 71 3/4 OCT 2.44 29.4 2.78 25.8 ASYT 27 9/16 MAR -0.92 -- 0.23 119.8 1.81 15.2 BRKS 24 3/4 SEP 0.08 309.4 0.85 29.1 COHU 38 11/16 DEC 1.92 20.1 3.35 11.5 EGLS 19 DEC 0.00 -- 0.84 22.6 KLAC 69 JUL 1.12 61.6 1.74 39.7 2.65 26.0 KLIC 24 13/16 SEP -0.12 -- 1.46 17.0 LRCX 56 1/8 JUN 1.12 50.1 2.51 22.4 3.00 18.7 MTSN 12 3/16 JUN -0.04 -- 0.59 20.7 NVLS 60 3/4 DEC 1.24 49.0 2.99 20.3 PRIA 29 1/4 SEP -0.68 -- 0.77 38.0 SFAM 10 5/8 MAY -6.32 -- -0.26 -- 1.17 9.1 SMTL 11 1/8 SEP -0.8 -- 0.39 28.5 SVGI 12 SEP -0.24 -- 0.52 23.1 TER 72 7/16 DEC 1.6 45.3 3.22 22.5 UTEK 14 1/16 DEC -0.2 -- 0.49 28.7 Since we are coming off of a deep slowdown, trailing four-quarter earnings are not too enlightening, so current P/E is calculated based on the latest quarterly earnings annualized (i.e., times four), in order to get a better snapshot of where we were as of Tuesday.