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


To: Donald Wennerstrom who wrote (188)12/2/2000 4:26:37 PM
From: Donald Wennerstrom  Read Replies (2) | Respond to of 95823
 
It seems like a good weekend to summarize the last quarter
performance - 9/1 to 12/1 - a period of 13 weeks. The table
shows that 18 of the 33 stocks are down 50 percent, or more.
The group is down 50 percent, the SOX-X 53 percent and the
NAS 38 percent. Look at "next year's PE", particularly in
the bottom part of the table.

9/1/00 12/1/00 FST CALL NEXT ZACKS
CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G
UTEK 17.63 18.50 5 1.10 17 25 0.67
SVGI 28.19 26.69 -5 18
SMTL 12.50 10.25 -18 1.65 6 25 0.25
IMSC 17.94 13.00 -28 1.28 10 20 0.51
COHU 20.69 14.06 -32 1.56 9
HELX 40.00 25.88 -35 2.76 9 25 0.38
ATMI 27.25 16.88 -38 1.78 9 24 0.39
GSNX 22.88 13.56 -41
PHTN 43.75 25.69 -41 28
DPMI 75.13 43.94 -42 4.54 10 23 0.43
EGLS 23.38 13.50 -42 1.75 8 18 0.42
PLAB 28.69 16.44 -43 1.50 11 22 0.51
CFMT 9.63 5.34 -45
ASML 40.94 21.00 -49 1.22 17 24 0.73
MTSN 20.25 10.34 -49 1.55 7 25 0.27
FSII 17.63 8.88 -50 23
KLIC 18.44 9.25 -50 0.70 13 18 0.72
TER 63.94 31.50 -51 2.94 11 24 0.44
LRCX 31.13 14.81 -52 2.18 7 22 0.31
AMAT 84.81 38.56 -55 3.49 11 25 0.44
LTXX 26.13 11.88 -55 2.07 6 34 0.17
CYMI 47.88 21.25 -56 2.99 7 26 0.27
NVLS 60.50 26.13 -57 3.11 8 28 0.30
BRKS 57.88 24.94 -57 3.10 8 24 0.34
VECO 89.38 38.25 -57 2.41 16 27 0.58
TGAL 4.63 1.94 -58 0.49 4 20 0.20
PRIA 50.50 21.00 -58 2.40 9 28 0.31
KLAC 66.81 27.75 -58 2.56 11 25 0.43
WFR 18.00 7.44 -59 0.51 15 20 0.73
ASYT 27.38 11.13 -59 2.43 5 26 0.18
CMOS 59.00 21.13 -64 3.35 6 24 0.27
SFAM 18.69 5.25 -72 0.66 8 24 0.33
NANO 58.94 13.06 -78 1.64 8 25 0.32
TOTAL 1230.52 609.22 -50 57.72
SOX-X 1142.57 538.35 -53