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


To: Donald Wennerstrom who wrote (3014)5/3/2002 6:06:58 PM
From: Donald Wennerstrom  Read Replies (2) | Respond to of 95442
 
The weekly data is OK, but the real story is the slide in
the indices since the close on Wednesday, 4/17. The SOX is
shown below, down 21 percent over the past 12 trading days.
The NASDAQ is down 11 percent over the same period.

4/17/02 5/3/02 FST CALL NEXT FST CALL
CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PE/G
MOT 16.33 14.89 -9 0.43 35 15 2.31
INTC 30.64 26.56 -13 1.03 26 19 1.36
TXN 34.05 28.30 -17 0.81 35 20 1.75
NVLS* 53.53 43.50 -19 1.50 29 25 1.16
AMAT* 27.30 22.17 -19 0.66 34 22 1.53
XLNX 43.84 35.00 -20 0.95 37 25 1.47
MXIM 56.93 45.14 -21 1.05 43 25 1.72
NSM 36.47 28.90 -21 0.37 78 18 4.34
LLTC 44.20 34.98 -21 0.85 41 25 1.65
BRCM 38.76 30.00 -23 0.52 58 40 1.44
TER* 38.90 30.09 -23 0.57 53 20 2.60
KLAC* 68.66 52.78 -23 1.42 37 25 1.49
ALTR 24.46 18.30 -25 0.49 37 27 1.38
MU 30.24 22.61 -25 2.14 11 20 0.53
AMD 14.82 11.05 -25 0.58 19 15 1.27
LSI 16.83 11.61 -31 0.47 25 20 1.24
LSCC 18.23 11.01 -40 0.47 23 25 0.94
TOTALS 594.19 466.89 -21 14.31 33
SOX-X 611.17 480.21 -21
COMPQX1810.67 1613.03 -11
*In Semi-Equip Group