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 (10013)	6/7/2003 8:10:16 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95622

I have earnings estimate data back to July of 2000. Kind of interesting to look at the outlook then versus now. Not a very pretty sight and it just shows how far the semi-equip business has to improve to justify much higher prices. DATA FROM FIRST CALL 7/27/00 6/7/03 EARNINGS EST EARNINGS EST EARNINGS CHG SYMBOL CURR YR NEXT YR CURR YR NEXT YR CURR YR NEXT YR AMAT 1.18 1.71 0.13 0.45 -1.05 -1.26 ASML 0.78 1.27 -0.16 0.40 -0.94 -0.87 ASYT 2.16 2.76 -1.00 0.51 -3.16 -2.25 ATMI 1.35 1.89 0.01 0.62 -1.34 -1.27 BRKS 1.59 2.64 -1.65 0.23 -3.24 -2.41 CMOS 2.59 3.46 -1.43 -0.42 -4.02 -3.88 COHU 2.31 2.74 -0.08 0.52 -2.39 -2.22 CYMI 1.54 2.37 -0.36 1.06 -1.90 -1.31 DPMI 2.77 3.62 -2.56 -0.43 -5.33 -4.05 EGLS 2.23 2.28 -2.34 -1.26 -4.57 -3.54 FSII -0.19 1.05 -1.26 0.62 -1.07 -0.43 HELX 1.84 2.73 -0.06 0.44 -1.90 -2.29 KLAC 2.07 2.44 0.66 1.04 -1.41 -1.40 KLIC 2.04 3.01 -1.11 0.07 -3.15 -2.94 LRCX 1.88 2.13 0.10 0.32 -1.78 -1.81 LTXX 0.82 1.58 -0.91 -0.35 -1.73 -1.93 MTSN 1.21 1.77 -0.57 -0.01 -1.78 -1.78 NVLS 2.27 3.00 0.26 0.81 -2.01 -2.19 PHTN 1.23 1.50 -0.89 0.57 -2.12 -0.93 PLAB 0.86 1.49 -0.32 0.65 -1.18 -0.84 SMTL 0.79 1.14 -0.30 0.20 -1.09 -0.94 TER 3.12 4.11 -0.57 0.47 -3.69 -3.64 UTEK 0.19 0.74 -0.08 0.36 -0.27 -0.38 VECO 1.37 2.71 0.24 0.70 -1.13 -2.01 WFR -0.96 0.22 0.45 0.62 1.41 0.40 TOTAL 37.04 54.35 -13.80 8.19 -50.84 -46.16

To: Donald Wennerstrom who wrote (10013)	6/7/2003 8:12:32 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95622

There has been quite a few mixed signals being given off by the market lately. We all should know that the market is quite overbought at this recent 13 week rally. However the rally was strong enough to satisfy new bull market status according to most measurements. I posted some of the best articles I found on the subject on this thread over at iHub. It's nice to be able to actually show the charts: investorshub.com Now that your back we can't help but end up getting rich! Seriously it's just great to have the heart and soul of this thread back. RtS