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

To: Gottfried who wrote (514)	4/29/2001 2:12:37 AM
From: StanX Long	Read Replies (1) \| Respond to of 95730

Looking at Gottfried's chart and reading Jerome's recommendation for four to buy, CSCO, ASYT, CPQ, AMAT & FLEX. What are your thoughts of UTEK, SMTL, TER, DPMI, PRIA & EGLS. Maybe ASYT. Anyone else see the relationship ? BRSK, IMSC, KLAC & LTXX are in reverse of the above. Stan

To: Gottfried who wrote (514)	4/29/2001 11:33:44 AM
From: Return to Sender	Read Replies (1) \| Respond to of 95730

FACTBOX-Japan chipmakers to cut 2001/02 chip capex 27.9% biz.yahoo.com TOKYO, April 27 (Reuters) - Japan's five big chipmaking conglomerates plan to cut semiconductor capital investment by 27.9 percent in the business year that started on April 1, to 694 billion yen ($5.63 billion). The cutbacks follow significant increases in 2000/01. Analysts have said cuts of 30 to 40 percent are needed in global chip capital spending this year to help bring supply capacity back into balance with demand after a sudden downturn in the semicondcutor market near the end of the last calendar year. An unexpected chill in sales of personal computers, cellphones and other major chip-using devices has sent the industry reeling after it experienced robust growth and order backlogs in the first half of the year. The big chipmakers were virtually unanimous, however, in predicting the market would recover in the second half of their 2001/02 (April-March) business year, although they added that deep uncertainty remained. Following are the five companies' planned spending levels for semiconductor plant and equipment for 2001/2002, in billions of yen with percent changes from a year earlier, announced along with earnings results and forecasts on Thursday and Friday. 2001/02 2000/2001 Fujitsu Ltd 190 (-7.8) 206 NEC Corp 144 (-33.6) 217 Toshiba Corp 140 (-17.6) 170 Hitachi Ltd 140 (-36.4) 220 Mitsubishi Electric Corp 80 (-46.7) 150 ----------------- TOTAL 694 (-27.9) 963

To: Gottfried who wrote (514)	4/29/2001 5:17:47 PM
From: Donald Wennerstrom	Read Replies (3) \| Respond to of 95730

Gottfried, That is a great looking chart! From that chart a person can pick out a few stocks that really have some falling estimates, but the stock prices are growing like crazy. Five examples of the most extreme are MTSN, BRKS, NANO, LTXX and LRCX. As of Friday's close, since the first of the year, LRCX price has gone up 100 percent while its EPS estimate for next year has gone from 1.88 to 0.48 per share (down 74 percent) - it is now sporting a next years PE of 60. Referring to Big Charts, in 1998, LRCX stock price started going up at a time when its "rolling EPS" was negative by over $2.00 per share. By that type of measurement, LRCX stock price has a lot of "room to run" - at least it has positive 12 months earnings which most of the semi-equips could not point to back in the last half of 1998. Don