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

To: Donald Wennerstrom who wrote (13339)	2/14/2004 3:59:38 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95757

Now, let's take that same data and sort it by PEG. Note how relatively low the PE's and PEG's have become over the past few weeks. Below the table is some summary information on the changes in earnings estimates which have occurred in the past few weeks. PEG's are way down, but the semi-equips are "out of favor" and still continue downward each week for the past 5 weeks. The next post will show the 5 week deterioration in prices while the earnings estimates have jumped in a positive direction. - 2/6/04 2/13/04 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG KLIC 14.20 14.29 1 1.42 10 18 0.58 MTSN 10.90 12.10 11 1.00 12 20 0.61 UTEK 28.25 25.55 -10 1.30 20 30 0.66 CYMI 42.45 42.03 -1 2.40 18 26 0.69 PHTN 37.86 35.36 -7 1.53 23 25 0.92 SMTL 14.32 13.10 -9 0.94 14 15 0.93 LRCX 27.42 27.43 0 1.41 19 20 0.97 FSII 8.32 8.47 2 0.41 21 20 1.03 PLAB 19.87 19.63 -1 1.07 18 18 1.05 LTXX 17.26 16.80 -3 0.91 18 18 1.05 CMOS 13.40 12.75 -5 0.80 16 15 1.06 NVLS* 33.73 33.26 -1 1.56 21 20 1.09 KLAC* 57.50 54.34 -5 2.38 23 20 1.13 AMAT* 22.38 21.77 -3 0.96 23 20 1.13 BRKS 23.25 22.00 -5 1.35 16 14 1.16 TER* 26.77 25.82 -4 1.44 18 15 1.20 VECO 30.49 32.00 5 1.45 22 18 1.26 WFR 10.38 9.92 -4 0.82 12 10 1.27 ATMI 27.34 28.02 2 1.21 23 18 1.29 HELX 24.64 25.82 5 1.27 20 15 1.36 ASML 20.04 19.52 -3 0.99 20 14 1.46 ASYT 11.60 10.91 -6 0.30 36 20 1.82 COHU 20.50 20.26 -1 1.20 17 EGLS 5.08 5.94 17 -0.30 22 DPMI 22.86 22.30 -2 -0.08 25 TOTALS 570.81 559.39 -2 27.74 SOX-X 519.41 510.57 -2 COMPQX2064.01 2053.56 -1 * STOCKS INCLUDED IN SOX INDEX Note, that at the bottom line, "next year" earnings for the Group is at 27.74. The little "mini table" below shows the change in earnings estimates for the past 5 weeks. - FIRST CALL SUM - EARNINGS EST TWO - DATE CURR YR NEXT YR YEARS 1/16/04 -2.91 18.23 15.32 2/6/04 4.47 24.37 28.84 2/13/04 8.49 27.74 36.23 During those 5 weeks the Group, SOX and NASDAQ have declined significantly as the next table will show.