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 (157)	11/30/2000 3:45:38 PM
From: Gottfried	Read Replies (2) \| Respond to of 95823

Donald, if the stocks tanked without E estimates being cut, then we have nothing to go by except price trend charts, right? I read today that a Gateway executive said 9 days ago all was well. So company execs can't be relied upon either - except sometimes. Gottfried

To: Donald Wennerstrom who wrote (157)	11/30/2000 3:54:01 PM
From: SpecialK	Read Replies (1) \| Respond to of 95823

Donald, this 8/24 and 11/30 data shows earnings growth next year of 30%, now that growth is closer to 15%. With AMAT, CMOS, etc. giving lower guidance than estimated for Q1, estimates for the full year come down. NVLS comes out after the close with guidance. XLNX comes out on Monday. Both will be closely watched. By the way, AMAT at 38 on 3.00 earnings is about a PE of 13. When the results show themselves, the 15% growth could become less than 10%, in which case, we could see why AMAT could go to $30. If it can fall, then all others will follow.

To: Donald Wennerstrom who wrote (157)	11/30/2000 4:01:37 PM
From: scott_jiminez	Read Replies (1) \| Respond to of 95823

While the semi-equips have been "tanking" during the past 3 months, the earnings estimates have not. EXCEPT.....KLIC Where's Rodney Dangerfield when you need him? PLLLLEASE. Klic is the only stock that had earnings estimates dramatically slashed. This means that 1. the bad news is factored into Klic and not other SEM stocks or 2. Klic's estimates have been factored into all SEM stocks (since ALL SEM stocks have performed the same as - OR WORSE - than Klic during the given time frame), or 3. the estimates are completely irrelevant (NOT). The discrepancy between the severe reduction of Klic's estimates and it's performance in line with the rest of the sector is a issue that cannot be ignored. (PM received, Demosthenes)