Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (151)	11/30/2000 2:23:50 PM
From: Gottfried	Respond to of 95833

Donald, >To me, the correlation of btb and semi-equip prices between 1999 and 2000 is just not there< Maybe we need two variables. Gottfried

To: Donald Wennerstrom who wrote (151)	11/30/2000 2:34:42 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95833

The following table is the comparison between First Call earnings estimates of last week compared to this week. Not much movement between the 2 weeks. Both this year and next year estimates are down, but only by 0.25 and 0.50 percent respectively. There is one caveat - A new estimate for next year of 2.40 was given for PRIA, but I did not include it in the table in order to make an "apples to apples" comparison between the 2 weeks. DATA FROM FIRST CALL 11/23/00 11/30/00 EARNINGS EST EARNINGS EST EARNINGS CHG SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR AMAT 3.13 3.46 3.13 3.49 0.00 0.03 ASML 0.74 1.22 0.74 1.22 0.00 0.00 ASYT 2.09 2.43 2.09 2.43 0.00 0.00 ATMI 1.36 1.78 1.36 1.78 0.00 0.00 BRKS 2.57 3.10 2.57 3.10 0.00 0.00 CFMT 0.00 0.00 CMOS 2.86 3.51 2.86 3.35 0.00 -0.16 COHU 1.81 1.70 1.79 1.56 -0.02 -0.14 CYMI 2.01 2.99 2.01 2.99 0.00 0.00 DPMI 2.92 4.54 2.92 4.54 0.00 0.00 EGLS 2.02 1.75 2.02 1.75 0.00 0.00 FSII 1.27 1.27 0.00 0.00 GSNX 1.64 1.64 0.00 0.00 HELX 1.97 2.81 2.01 2.76 0.04 -0.05 IMSC 1.00 1.28 1.00 1.28 0.00 0.00 KLAC 2.28 2.56 2.28 2.56 0.00 0.00 KLIC 0.52 0.70 0.52 0.70 0.00 0.00 LRCX 2.13 2.18 2.13 2.18 0.00 0.00 LTXX 1.60 2.03 1.60 2.07 0.00 0.04 MTSN 1.32 1.55 1.32 1.55 0.00 0.00 NANO 1.18 1.64 1.18 1.64 0.00 0.00 NVLS 2.33 3.11 2.33 3.11 0.00 0.00 PHTN 1.54 1.54 0.00 0.00 PLAB 0.85 1.50 0.85 1.50 0.00 0.00 PRIA 1.32 1.29 -0.03 0.00 SFAM -0.20 0.66 -0.31 0.66 -0.11 0.00 SMTL 1.25 1.65 1.25 1.65 0.00 0.00 SVGI 2.10 2.10 0.00 0.00 TER 2.87 2.94 2.87 2.94 0.00 0.00 TGAL -0.01 0.49 -0.01 0.49 0.00 0.00 UTEK 0.20 1.10 0.20 1.10 0.00 0.00 VECO 0.85 2.41 0.85 2.41 0.00 0.00 WFR -0.75 0.51 -0.75 0.51 0.00 0.00 TOTAL 48.77 55.60 48.65 55.32 -0.12 -0.28 PCT INC/DEC -0.25 -0.50

To: Donald Wennerstrom who wrote (151)	11/30/2000 3:30:16 PM
From: scott_jiminez	Respond to of 95833

Donald - welcome back. Perhaps you could use your influence to force the SEMs to move the other way...for a change of pace :) Your finding of a lack of correlation between the BtB and SEM stock prices this year should not be all that surprising. If the sector operated in a vacuum (whatever that might mean), I would assume the correlation - and many others - would be much stronger. The fact that there's now the widespread perception of a significant slowdown is driving the longevity of this sector's downturn. We also have a slight problem with the presidency, a thus-far-unchanged anti-inflation policy of the Fed, and the unnervingly unchanged perception that the SEM sector remains wholly reliant on PC sales as the indirect basis for its revenues. And of course I can't resist this hint of changing perceptions for my 'despised' puppy Message 14910788 [Demosthenes - if you have a Schwab account/Signature services, First Call data is available through the website. If you have a specific request, I could try to find it for you]