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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders -- Ignore unavailable to you. Want to Upgrade?


To: Jerome who wrote (4186)7/22/2000 9:22:26 PM
From: Donald Wennerstrom  Read Replies (3) | Respond to of 5867
 
Jerome, Brian and other Thread Viewers,

As we all know, this past week was crazy. The semi-equips
took a blood bath when earnings in general were outstanding.
This first post is how a select group of semi-equips did for
last week sorted by percent change - the next post will be
sorted by next year's PE based on recent earnings estimates.
For some reason, LRCX is near the bottom of this list in
terms of weekly loss at 31 percent.



7/14/00 7/21/00 NEXT SUM LONG
CLOSE CLOSE PERCENT YEAR 2 YR TERM
SYMBOL PRICE PRICE CHANGE PE EARN GROWTH
TGAL 6.25 7.25 16 32 0.02 20
UTEK 17.88 19.00 6 26 0.89 27
SFAM 20.00 20.00 0 25 1.69 23
WFR 18.62 17.94 -4 -1.25 20
ASML 45.88 44.00 -4 36 2.04 27
SVGI 30.75 28.25 -8 16 2.88 17
NANO 45.00 41.12 -9 33 2.20 25
DPMI 78.25 70.81 -10 18 6.68 20
COHU 25.50 22.88 -10 8 5.10 20
MTSN 27.88 24.88 -11 15 2.67 25
TER 77.75 68.75 -12 18 6.96 24
EGLS 22.50 19.88 -12 9 4.44 20
SMTL 18.30 16.12 -12 13 2.17 15
AMAT 88.69 78.12 -12 23 5.74 24
CFMT 13.69 11.94 -13 -2.58 20
IMSC 19.00 16.38 -14 14 2.15 20
FSII 21.75 18.62 -14 17 0.94 22
BRKS 65.75 56.25 -14 21 4.25 24
NVLS 64.25 54.75 -15 20 4.92 28
HELX 40.06 34.03 -15 14 4.28 25
PLAB 31.38 26.38 -16 18 2.34 22
LTXX 34.88 29.25 -16 18 2.41 35
VECO 97.88 81.62 -17 30 4.18 25
CMOS 56.31 46.69 -17 14 6.01 24
PHTN 83.62 68.88 -18 48 2.60 32
CYMI 49.50 40.62 -18 17 3.89 38
KLAC 62.00 50.44 -19 21 4.43 25
GSNX 31.38 25.12 -20 15 2.70 23
PRIA 69.38 54.94 -21 24 3.36 28
ASYT 36.50 27.12 -26 12 4.03 26
KLIC 64.19 46.75 -27 9 9.01 19
LRCX 37.94 26.25 -31 12 4.02 22
ATMI 49.69 32.62 -34 17 3.23 28
TOTAL 1452.40 1227.65 -15 19 108.40
SOX-X 1239.11 1082.51 -13
COMPQX4246.18 4094.45 -4