SI
SI
discoversearch

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 (4376)7/28/2002 5:45:04 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95515
 
Here is the 2 week data for the SOX as well. Not as bad as
the semi-equips, but still a substantial downward move.

DATA FROM FIRST CALL
7/11/02 7/25/02
EARNINGS EST EARNINGS EST EARNINGS CHG
SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR
ALTR 0.25 0.47 0.23 0.40 -0.02 -0.07
AMAT 0.19 0.74 0.19 0.71 0.00 -0.03
AMD -1.05 -0.20 -1.42 -0.58 -0.37 -0.38
BRCD 0.28 0.51 0.28 0.51 0.00 0.00
INTC 0.59 0.87 0.56 0.82 -0.03 -0.05
KLAC 1.07 1.40 1.07 1.36 0.00 -0.04
LLTC 0.61 0.85 0.83 1.12 0.22 0.27
LSCC 0.24 0.42 0.22 0.35 -0.02 -0.07
LSI -0.22 0.43 -0.22 0.42 0.00 -0.01
MOT 0.04 0.45 0.13 0.46 0.09 0.01
MU -0.68 0.60 -0.65 0.63 0.03 0.03
MXIM 0.74 1.04 0.74 1.03 0.00 -0.01
NSM 0.66 1.42 0.67 1.46 0.01 0.04
NVLS 0.46 1.49 0.31 1.05 -0.15 -0.44
TER -0.95 0.51 -1.16 -0.01 -0.21 -0.52
TXN 0.30 0.80 0.29 0.77 -0.01 -0.03
XLNX 0.59 0.92 0.50 0.77 -0.09 -0.15
TOTAL 3.12 12.72 2.57 11.27 -0.55 -1.45



To: Donald Wennerstrom who wrote (4376)7/28/2002 5:56:42 PM
From: Gottfried  Read Replies (1) | Respond to of 95515
 
Don, the group estimate change is large indeed. The question I have is are 'they' just trying to keep prices low so they can buy at leisure or are they preparing to distribute because they think prices will go lower?

dabum heard a rumor Message 17805138

G.