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To: TREND1 who wrote (11295)5/21/2000 4:18:00 PM
From: TREND1  Respond to of 60323
 
aus or anyone !
Before I leave, in the table below are the 20 stocks in
the new SMH, in all but 4 cases, I've been able to get
an estimated 2003 PE from Value Line
The missing 4 are KLAC, BRCM, AMKR and SNDK

Please, what is your best guess of the 2003 PE for SNDK ?
Thanks in advance
Larry Dudash

NUM SYM last eps PE Price Diff
1 AMD 83.81 5.18 18 93.24 -10%
2 NVLS 46.94 2.05 25 51.25 -8%
3 TER 84.75 2.87 30 86.10 -2%
4 LSI 46.25 1.24 35 43.40 7%
5 AMKR 41.50 1.53 25 38.25 8%
6 INTC 117.88 3.05 30 91.50 29%
7 ATML 37.88 0.96 30 28.80 32%
8 AMAT 80.19 2.29 25 57.25 40%
9 MU 60.56 1.77 22 38.94 56%
10 KLAC 52.38 1.24 25 31.00 69%
11 LLTC 52.00 0.86 35 30.10 73%
12 NSM 54.75 1.5 20 30.00 83%
13 ALTR 79.81 1.69 25 42.25 89%
14 TXN 139.50 2.45 30 73.50 90%
15 XLNX 61.25 1.08 27 29.16 110%
16 ADI 70.06 1.3 25 32.50 116%
17 VTSS 47.88 0.67 30 20.10 138%
18 MXIM 55.38 0.88 25 22.00 152%
19 SNDK 57.63 0.89 25 22.25 159%
20 BRCM 139.63 0.78 25 19.50 616%