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 (10418)7/5/2003 2:36:13 AM
From: Donald Wennerstrom  Respond to of 95487
 
Before I sign off for tonight, I thought I would post the
results of comparing the lows of 10/9/02 with yesterday's
close. Lots of good gains to be made!

- 10/9/02 7/3/03 FST CALL NEXT FST CALL
- CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG
KLIC 1.95 6.25 221 0.06 104 20 5.21
UTEK 6.77 19.16 183 0.47 41 18 2.33
LRCX 6.72 18.66 178 0.34 55 20 2.74
LTXX 3.33 8.71 162 -0.42 18
TER* 7.22 17.53 143 0.49 36 20 1.79
WFR 4.70 10.46 123 0.65 16 14 1.15
PLAB 7.90 17.11 117 0.65 26 20 1.32
ATMI 12.44 25.21 103 0.61 41 20 2.07
ASML 5.28 10.49 99 0.40 26 14 1.94
CYMI 16.74 32.90 97 0.99 33 30 1.11
MTSN 1.65 3.13 90 -0.01 20
VECO 9.40 17.31 84 0.72 24 20 1.20
HELX 7.48 13.44 80 0.44 31 15 2.04
KLAC* 26.15 46.50 78 1.05 44 22 2.06
NVLS* 20.17 35.49 76 0.81 44 25 1.75
PHTN 16.15 28.24 75 0.59 48 25 1.91
FSII 2.36 4.07 72 -0.10 23
ASYT 3.95 6.61 67 0.52 13 20 0.64
COHU 9.99 15.88 59 0.52 31 7 4.36
AMAT* 10.41 16.02 54 0.46 35 20 1.72
CMOS 6.30 8.81 40 -0.43 20
BRKS 8.95 12.00 34 0.23 52 18 2.98
DPMI 16.07 19.64 22 -0.66 15
SMTL 4.29 5.13 20 0.20 26 17 1.55
EGLS 1.21 1.44 19 -1.26 22
TOTALS 217.58 400.19 84 7.32
SOX-X 214.06 368.97 72
COMPQX1114.11 1663.46 49
* STOCKS INCLUDED IN SOX INDEX



To: Donald Wennerstrom who wrote (10418)7/5/2003 10:20:55 AM
From: Gottfried  Read Replies (3) | Respond to of 95487
 
Don, thanks for your thoughts on analyst coverage. I think the unexpected may happen again.
PS: chip makers are still too timid to order equipment. You can see this by looking at increased sales vs flat equipment orders here home.comcast.net

Gottfried