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


To: Donald Wennerstrom who wrote (2501)3/29/2002 7:07:59 PM
From: Donald Wennerstrom  Respond to of 95622
 
This is the same data but sorted by PE/G.

12/31/01 3/29/02 FST CALL NEXT FST CALL
CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G
MU 31.00 32.90 6 2.17 15 20 0.76
LSCC 20.57 17.53 -15 0.52 34 25 1.35
AMD 15.86 14.71 -7 0.66 22 15 1.49
BRCM 40.87 35.90 -12 0.53 68 40 1.69
LSI 15.78 17.00 8 0.49 35 20 1.73
INTC 31.45 30.41 -3 1.00 30 18 1.74
ALTR 21.22 21.87 3 0.48 46 26 1.75
NVLS* 39.45 54.14 37 1.21 45 25 1.79
AMAT* 40.10 54.27 35 1.32 41 23 1.80
KLAC* 49.56 66.50 34 1.31 51 25 2.03
MXIM 52.51 55.71 6 1.05 53 25 2.12
LLTC 39.04 44.22 13 0.81 55 25 2.18
TXN 28.00 33.10 18 0.71 47 20 2.33
MOT 15.02 14.20 -5 0.40 35 15 2.37
XLNX 39.05 39.86 2 0.50 80 25 3.19
NSM 30.79 33.69 9 0.36 94 18 5.20
TER* 30.14 39.43 31 0.31 127 20 6.36
TOTALS 540.41 605.44 12 13.83 44
SOX-X 522.16 595.24 14
COMPQX1950.40 1845.35 -5
*In Semi-Equip Group



To: Donald Wennerstrom who wrote (2501)3/29/2002 7:19:23 PM
From: Cary Salsberg  Read Replies (4) | Respond to of 95622
 
I was completely WRONG when I suggested that the semi-equips would lag the SOX because their business recovery must lag the semi's business recovery.

Jacob Snyder used the phrase "dumb money". Sam Citron has used the quote, "The market is a beauty contest where the object is not to pick the most beautiful, but to pick the one the other judges think most beautiful."

My conclusion is that the "other judges" are the "dumb money".