SI
SI
discoversearch

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 (226)12/29/2000 6:30:11 PM
From: Donald Wennerstrom  Respond to of 95713
 
This is the same data as the last post, but it is sorted by
PE/G.


12/22/00 12/29/00 FST CALL NEXT ZACKS
CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G
LTXX 12.38 12.94 5 2.07 6 34 0.18
ASYT 12.44 13.44 8 2.26 6 27 0.22
MTSN 9.44 10.31 9 1.55 7 25 0.27
PRIA 19.19 18.75 -2 2.40 8 28 0.28
SMTL 9.77 9.69 -1 1.65 6 20 0.29
IMSC 8.94 7.94 -11 1.28 6 20 0.31
NANO 14.38 13.81 -4 1.46 9 30 0.32
CYMI 25.00 25.72 3 2.94 9 26 0.33
HELX 23.56 23.66 0 2.76 9 25 0.34
LRCX 15.25 14.50 -5 1.88 8 22 0.35
TGAL 1.84 1.63 -11 0.23 7 20 0.35
CMOS 21.94 23.00 5 2.75 8 23 0.36
SFAM 5.63 6.06 8 0.66 9 24 0.38
GSNX 17.19 18.38 7 1.90 10 25 0.39
BRKS 25.41 28.06 10 2.76 10 24 0.43
AMAT 38.63 38.19 -1 3.17 12 25 0.48
EGLS 14.25 15.31 7 1.73 9 18 0.49
DPMI 49.50 52.84 7 4.54 12 23 0.52
TER 36.00 37.25 3 2.81 13 24 0.55
NVLS 33.44 35.94 7 2.50 14 25 0.58
ATMI 16.75 19.50 16 1.39 14 24 0.58
PLAB 21.38 23.44 10 1.95 12 21 0.58
KLAC 31.81 33.69 6 2.22 15 25 0.60
VECO 38.63 40.13 4 2.39 17 27 0.62
ASML 23.13 22.56 -2 1.17 19 25 0.78
WFR 8.44 9.69 15 0.56 17 20 0.87
UTEK 19.44 25.88 33 1.12 23 25 0.92
KLIC 10.38 11.25 8 0.41 27 18 1.53
COHU 14.44 13.94 -3 1.89 7
PHTN 20.56 22.50 9 28
FSII 8.38 8.38 0 23
SVGI 29.50 28.75 -3 18
CFMT 4.75 5.88 24
TOTALS 641.77 673.01 5 56.40 12
SOX-X 587.14 576.61 -2
COMPQX2517.02 2470.52 -2



To: Donald Wennerstrom who wrote (226)12/29/2000 7:00:07 PM
From: Thomas DeGagne  Read Replies (1) | Respond to of 95713
 
Thanks again for the list Donald.

Two companies you should consider adding to your list are VSEA & ACLS (spun off this year from Eaton). These companies do ion implantation and compete with AMAT and FSII. This market is expected to grow faster than the SE market as a whole. Both companies trade at very low PE ratios.