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


To: Donald Wennerstrom who wrote (4826)8/10/2002 2:39:31 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95530
 
NVLS and TER helped move the SOX along this week gaining 7
and 6 percent respectively, but AMAT and KLAC were real
drags at 1 percent and -2 percent respectively.

8/2/02 8/9/02 FST CALL NEXT FST CALL
CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG
AMD 7.31 8.83 21 -0.58 15
LLTC 24.82 27.46 11 1.01 27 25 1.09
MOT 11.04 12.00 9 0.46 19 25 0.75
INTC 16.71 17.86 7 0.81 22 18 1.22
MXIM 29.96 32.01 7 1.35 24 25 0.95
NVLS* 25.33 27.02 7 1.04 26 23 1.15
TER* 13.76 14.61 6 -0.01 20
TXN 19.97 20.92 5 0.76 28 20 1.38
BRCM 16.85 17.63 5 0.51 35 40 0.86
MU 18.18 18.90 4 0.57 33 20 1.66
NSM 16.88 17.41 3 0.95 18 20 0.92
ALTR 11.06 11.35 3 0.39 29 25 1.16
AMAT* 13.70 13.86 1 0.66 21 24 0.88
XLNX 17.41 17.50 1 0.75 23 25 0.93
KLAC* 37.03 36.45 -2 1.83 20 23 0.87
LSI 7.11 6.89 -3 0.41 17 20 0.84
TOTALS 293.05 307.08 5 11.25 27
SOX-X 301.41 315.89 5
COMPQX1247.92 1306.12 5
*In Semi-Equip Group



To: Donald Wennerstrom who wrote (4826)8/11/2002 4:06:47 PM
From: Justa Werkenstiff  Read Replies (2) | Respond to of 95530
 
Interesting stuff Donald. I recall a time when investors in this sector looked at P/S and P/B as excellent valuation metrics. I don't see that analysis around anymore or maybe I have just missed it.