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

To: Donald Wennerstrom who wrote (1290)	11/26/2001 11:10:01 AM
From: Return to Sender	Respond to of 95465

Great stuff Don. Thank you so much for updating the SOX as well as the semi equipment stocks for us. It seems that the SOX is rallying again and my short term target is 550 over the next few sessions. I'm trading a little TXCC on the rally. The growth in earnings expectations for the semiconductor group as a whole is putting a floor under the SOX and helping to establish a longer term upward trend. We will have to wait and see if it can continue when this current rally peters out but buying when the SOX is below 500 may be the best we can hope for if it does. stockcharts.com[m,a]daclyymy[pc13!d20,2!i!a1875][vc60][iLc20!La12,26,9!Lw25!Lk14!Lf!Ld20!Lg!Lp14,3,3] Thanks again, RtS

To: Donald Wennerstrom who wrote (1290)	11/26/2001 11:35:59 AM
From: Kirk ©	Read Replies (1) \| Respond to of 95465

Thanks Don Very strange... When I type "reply" the chart lines up perfectly, but it is off slightly when I read as a single post or as "10 posts". Weird??? I actually email myself once a week your PEG summary tables (usually sorted by PEG). I have Netscape email and I actually have to cut n paste a reply to myself then format as fixed for that to line up in proper rows... but it LOOKS GREAT afterwards. Not any trouble but I wanted to let you know just how VALUABLE I find your weekly information and the SOX table is an added bonus. BTW, I looked up the numbers for MXIM and AMCC 11/9/01 11/23/01 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G LLTC 41.61 38.85 -7 0.83 47 25 1.87 ALTR 23.62 23.32 -1 0.25 93 29 3.22 XLNX 36.03 34.73 -4 0.37 94 26 3.61 MXIM '02 52.23 0.77 68 25 2.71 MXIM '03 52.23 1.01 52 25 2.07 AMCC '03 15.08 -.08 40 It shows me that you are using next fiscal year which is '03 for Maxim and AMCC... It seems that these analog companies are settling in for a PEG of 2.0ish if I look at Cary's favorites of MXIM, LLTC, ALTR & XLNX while the digital ones get a higher PEG... I wonder why? Thanks again!