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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (8576)	1/26/2004 12:17:24 PM
From: Kirk ©	Read Replies (1) \| Respond to of 25522

You might be right. It would be interesting to see Don's PEG data as that often shows how they compare on PEG but LRCX ends it year very early so it is often distorted. This is the last bit of Data I saved from Don. I wish there was an easy way for him to compare forward 12 months earnings expectations rather than each companies FY expected earnings... NVLS seems further ahead than LRCX if they both had their FYs start at the same time. Otherwise, it is probably as you say. - 01/09/04 01/16/04 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG KLIC 15.10 15.20 1 1.48 10 18 0.59 FSII 7.94 7.92 0 0.41 19 22 0.89 PLAB 20.85 20.87 0 1.07 20 17 1.16 CMOS 14.10 15.96 13 0.80 20 17 1.19 SMTL 11.10 12.52 13 0.68 18 15 1.23 AMAT* 24.26 24.41 1 0.96 25 19 1.37 BRKS 25.44 25.95 2 1.18 22 16 1.41 LTXX 17.02 19.12 12 0.71 27 18 1.49 LRCX 34.58 34.24 -1 1.10 31 20 1.56 PHTN 41.27 43.91 6 1.27 35 22 1.57 UTEK 31.91 32.99 3 0.76 43 26 1.65 KLAC* 60.81 62.10 2 1.86 33 20 1.65 WFR 11.34 11.00 -3 0.61 18 11 1.69 ASYT 17.98 18.59 3 0.57 33 19 1.73 CYMI 48.71 49.30 1 0.96 51 27 1.94 DPMI 23.85 23.90 0 0.49 49 25 1.95 NVLS* 43.24 42.44 -2 0.83 51 20 2.61 VECO 30.76 32.83 7 0.66 50 18 2.70 TER* 27.56 30.30 10 0.54 56 17 3.40 HELX 23.66 24.93 5 0.47 53 15 3.54 ASML 22.16 21.76 -2 0.45 48 14 3.58 ATMI 28.03 28.37 1 0.44 64 16 4.09 EGLS 4.02 5.60 39 -1.00 22 COHU 21.22 22.22 5 0.57 39 MTSN 13.92 14.26 2 0.36 40 TOTALS 620.83 640.69 3 18.23 SOX-X 543.31 557.15 3 COMPQX2086.92 2140.46 3 * STOCKS INCLUDED IN SOX INDEX