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


To: Donald Wennerstrom who wrote (4728)8/7/2002 12:40:31 AM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95487
 
Using the Thomson Financial database, the number of earnings
estimate changes for the last 4 weeks, both positive and
negative, can be put into a table for review as shown below.

ESTIMATE
8/2/02 CHANGES IN
CLOSE LAST 4 WKS
SYMBOL PRICE UP DOWN
AMAT* 13.70 0 6
ASML 10.42 0 8
ASYT 10.36 2 8
ATMI 17.60 2 5
BRKS 18.29 10 2
CMOS 13.05 1 1
COHU 14.90 0 2
CYMI 25.37 1 6
DPMI 23.34 0 8
EGLS 3.34 0 5
FSII 4.42 0 0
HELX 11.60 2 1
KLAC* 37.03 2 20
KLIC 5.56 0 6
LRCX 11.66 2 13
LTXX 9.96 0 0
MTSN 2.80 0 0
NANO 5.81 0 5
NVLS* 25.33 3 19
PHTN 23.86 0 7
PLAB 10.97 0 11
SFAM 2.84 1 0
SMTL 6.68 0 3
TER* 13.76 1 18
TGAL 0.87 0 0
UTEK 13.61 2 2
VECO 13.17 4 6
WFR 3.00 1 0
TOTALS 353.30 34 162
SOX-X 301.41
COMPQX1247.92



To: Donald Wennerstrom who wrote (4728)8/7/2002 12:41:21 AM
From: Gottfried  Respond to of 95487
 
Don, very good observation >prices on the semi equips are being sent to the "basement" by numerous downgrades from the analysts while on the other hand they are predicting the group will essentially double within the next 12 months.<

You'd think they'd recommend them heavily and become heroes to their clients. They speak with forked tongue.

G.