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


To: Donald Wennerstrom who wrote (661)6/9/2001 6:46:20 PM
From: Donald Wennerstrom  Respond to of 95821
 
Here is the same data sorted by PE/G. Quite a spread - all
the way from 0.68 for PLAB all the way to 5.05 for LTXX.

6/1/01 6/8/01 FST CALL NEXT FST CALL
CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G
PLAB 23.95 25.19 5 1.60 16 23 0.68
SMTL 11.73 12.40 6 0.83 15 21 0.72
UTEK 19.75 21.82 10 1.19 18 25 0.73
VECO 47.29 49.29 4 2.62 19 25 0.75
MTSN 18.45 18.51 0 0.95 19 25 0.78
PRIA 17.34 18.95 9 0.76 25 30 0.83
CYMI 29.85 31.24 5 1.20 26 28 0.95
DPMI 49.67 52.00 5 2.47 21 22 0.96
ASYT 18.62 19.50 5 0.76 26 25 1.03
IMSC 19.05 21.39 12 1.00 21 20 1.07
FSII 11.57 11.76 2 0.45 26 23 1.16
COHU 21.19 21.69 2 1.00 22 18 1.21
ASML 23.70 25.40 7 0.78 33 25 1.32
NVLS 50.40 55.03 9 1.66 33 25 1.33
HELX 29.51 33.30 13 0.98 34 25 1.36
ATMI 28.33 28.66 1 1.04 28 20 1.38
NANO 29.25 30.03 3 0.83 36 25 1.45
BRKS 52.88 56.00 6 1.47 38 25 1.52
TER 41.75 45.09 8 1.19 38 23 1.65
AMAT 51.32 55.27 8 1.12 49 25 1.97
KLAC 52.73 58.75 11 1.02 58 25 2.30
PHTN 31.65 31.05 -2 0.51 61 25 2.44
KLIC 15.05 17.42 16 0.30 58 20 2.90
LRCX 28.45 32.07 13 0.48 67 21 3.26
EGLS 16.40 17.09 4 0.17 101 22 4.57
LTXX 26.09 31.30 20 0.31 101 20 5.05
CMOS 21.60 24.31 13 -0.03 21
TGAL 2.88 3.20 11
WFR 6.98 6.95 0 -1.50 20
SFAM 4.56 4.36 -4 -1.40 18
TOTALS 801.99 859.02 7 23.76 36
SOX-X 617.60 675.70 9
COMPQX2149.44 2215.10 3



To: Donald Wennerstrom who wrote (661)6/11/2001 12:24:35 PM
From: scott_jiminez  Read Replies (1) | Respond to of 95821
 
<<Some of the individual PE's are getting a little pricey.>>

I've learned by lesson in this sector: buy and hold when the PEs are absurdly high. Sell and wait when the PEs are absurdly low.

This is the very real take-home lesson of investing in this sector...and has been validated in a typical fashion during the current cycle.

Scott.