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

To: The Ox who wrote (12527)	11/15/2003 12:23:06 PM
From: The Ox	Read Replies (1) \| Respond to of 95450

To clarify the previous post, the last column is implied forward PE based on Next Year's earnings estimate and the stock price from 11/7/03. For MTSN to have a 68 forward PE doesn't seem too crazy, as it would only require them to grow earnings from 22 cents to 37 in the next year and to roughly 60 cents in the following year. NVLS, on the other hand would be required to grow earnings from 71 cents to 1.14 next year and 1.82 the year after that. While it's possible, this growth rate seems quite high, imo. While NVLS should get a premium above it's real growth rate, since it's a market leader, I'm not sure it deserves this high of a premium. Pick you favorite stock and do a similar extrapolation. Is it reasonable, too low or too high?