Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 (2955)	4/29/2002 7:40:54 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95480

At the close of the market on Friday, 3/8, the Group and the SOX were at relatively high values so I compared the SOX of 3/8 to the close last Friday, 4/26. The results are shown below. Look at the discrepancy between MOT's action over the period compared to all the rest of the stocks. 3/8/02 4/26/02 FST CALL NEXT FST CALL CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G MOT 14.91 15.00 1 0.43 35 15 2.33 NSM 34.87 31.02 -11 0.37 84 18 4.66 AMAT* 26.77 23.77 -11 0.66 36 22 1.64 NVLS* 53.97 46.50 -14 1.50 31 25 1.24 TXN 35.71 30.41 -15 0.81 38 20 1.88 MXIM 57.36 48.19 -16 1.05 46 25 1.84 INTC 34.17 28.12 -18 1.03 27 19 1.44 KLAC* 69.47 56.75 -18 1.42 40 25 1.60 ALTR 24.81 20.00 -19 0.49 41 27 1.51 LLTC 46.86 37.74 -19 0.85 44 25 1.78 XLNX 45.80 36.83 -20 0.95 39 25 1.55 TER* 39.20 31.51 -20 0.57 55 20 2.72 BRCM 44.16 33.19 -25 0.52 64 40 1.60 LSI 18.58 12.95 -30 0.47 28 20 1.38 AMD 16.21 11.20 -31 0.58 19 15 1.29 MU 38.16 26.00 -32 2.14 12 20 0.61 LSCC 21.10 11.27 -47 0.47 24 25 0.96 TOTALS 622.11 500.45 -20 14.31 35 SOX-X 637.94 514.73 -19 COMPQX1929.67 1663.89 -14 *In Semi-Equip Group