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

To: Gottfried who wrote (13788)	3/8/2004 5:35:16 PM
From: BMcV	Respond to of 95406

anyone else find this as funny as I do? >>"Given the run-up the stocks have had in the past six to nine months, investors tend to take profits at the least sign of weakness," Shankar said.<< Least sign of weakness? The action since Jan 12 has taken ALL the 6-9 month profits out of a number of stocks I own. Maybe it's just me...

To: Gottfried who wrote (13788)	3/8/2004 6:08:28 PM
From: Donald Wennerstrom	Respond to of 95406

That's true - there is "overlap" between "ups and downs" of the stock prices and earnings estimates. As a general rule, earnings estimates tend to lag stock prices by some amount. Listed below is the upgraded table of the Group after today's price action. Losses continue to mount. Notice the Group is down 19 percent, the SOX 13 percent and the NASDAQ 5 percent since the SOX peaked on 12 Jan. Twelve of the 25 stocks in the Group have PEG's less than one. - 1/12/04 3/8/04 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG KLIC 15.47 12.10 -22 1.35 9 20 0.45 MTSN 14.11 10.90 -23 0.93 12 20 0.59 UTEK 33.00 24.01 -27 1.31 18 30 0.61 CYMI 49.38 38.52 -22 2.45 16 26 0.62 LTXX 17.26 14.85 -14 0.95 16 20 0.78 CMOS 14.57 11.40 -22 1.04 11 14 0.79 SMTL 11.24 11.34 1 0.94 12 15 0.80 LRCX 35.40 23.83 -33 1.41 17 20 0.85 PHTN 42.35 34.00 -20 1.53 22 25 0.89 AMAT* 24.63 20.72 -16 1.15 18 20 0.90 VECO 31.06 28.60 -8 1.47 19 20 0.97 FSII 7.79 8.12 4 0.41 20 20 0.99 NVLS* 44.44 30.68 -31 1.54 20 20 1.02 TER* 27.74 22.86 -18 1.42 16 16 1.02 KLAC* 62.60 52.12 -17 2.38 22 20 1.09 PLAB 20.99 17.84 -15 1.09 16 15 1.09 WFR 11.48 8.93 -22 0.82 11 10 1.15 BRKS 26.19 19.29 -26 1.29 15 13 1.15 ATMI 28.60 26.81 -6 1.21 22 18 1.23 HELX 24.04 24.14 0 1.27 19 15 1.27 ASML 22.32 18.69 -16 1.03 18 14 1.34 ASYT 18.42 9.84 -47 0.30 33 20 1.64 DPMI 24.07 22.16 -8 -0.14 25 COHU 21.85 18.35 -16 1.20 15 EGLS 4.01 4.93 23 -0.30 22 TOTALS 633.01 515.03 -19 28.05 SOX-X 560.65 485.27 -13 COMPQX2111.78 2008.78 -5 * STOCKS INCLUDED IN SOX INDEX Compare the PEG's above with the 11/7/03 PEG's below - 10/31/03 11/7/03 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG FSII 6.29 5.94 -6 0.39 15 20 0.76 SMTL 9.24 11.50 24 0.63 18 15 1.22 PHTN 37.85 40.90 8 1.27 32 25 1.29 BRKS 24.96 26.47 6 1.13 23 18 1.34 UTEK 31.35 32.95 5 0.75 44 30 1.46 PLAB 21.59 22.15 3 0.73 30 20 1.52 LRCX 28.75 30.76 7 1.00 31 20 1.54 KLAC* 57.20 59.53 4 1.74 34 20 1.71 ASYT 18.69 18.34 -2 0.50 37 20 1.83 WFR 11.20 11.85 6 0.61 19 10 1.94 CYMI 45.66 48.73 7 0.89 55 28 1.96 LTXX 14.41 15.77 9 0.44 36 18 2.05 DPMI 23.18 24.76 7 0.58 43 19 2.27 HELX 17.95 21.04 17 0.45 47 20 2.34 VECO 25.35 26.93 6 0.60 45 18 2.56 AMAT* 23.33 25.25 8 0.46 55 20 2.70 TER* 22.78 25.16 10 0.48 52 18 2.91 ATMI 22.99 24.68 7 0.42 59 20 2.94 ASML 17.55 18.56 6 0.41 45 15 3.02 NVLS* 41.25 43.70 6 0.71 62 20 3.08 MTSN 14.19 15.06 6 0.22 68 20 3.42 KLIC 14.72 16.35 11 0.19 86 20 4.30 COHU 20.16 21.11 5 0.58 36 7 5.20 CMOS 16.31 16.73 3 -0.38 20 EGLS 3.44 4.18 22 -1.00 22 TOTALS 570.39 608.40 7 13.80 SOX-X 496.52 526.42 6 COMPQX1932.21 1970.74 2 * STOCKS INCLUDED IN SOX INDEX Message 19478760 Don