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


To: Donald Wennerstrom who wrote (31314)7/8/2006 1:01:48 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95735
 
Here is the weekly update for the Group. The Group, SOX, and NASDAQ changed by -3, -4, and -2 percent respectively.

- 6/30/06 7/7/06 FST CALL NEXT FST CALL
- CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG
KLIC 7.40 7.63 3 1.00 8 10 0.76
CMOS 3.51 3.56 1 0.39 9 18 0.52
VECO 23.91 23.90 0 1.37 17 15 1.16
LTXX 6.95 6.92 0 0.75 9 15 0.62
PHTN 12.50 12.41 -1 0.75 17 20 0.83
AMAT* 16.29 16.08 -1 1.19 14 15 0.90
EGLS 3.00 2.96 -1 -0.12 22
TER* 13.93 13.73 -1 0.96 14 18 0.79
BRKS 11.82 11.62 -2 0.92 13 15 0.84
KLAC* 41.57 40.26 -3 2.54 16 17 0.94
PLAB 14.80 14.32 -3 1.30 11 15 0.73
NVLS* 24.70 23.89 -3 1.44 17 15 1.11
SMTL 9.02 8.71 -3 0.72 12 15 0.81
CYMI 46.41 44.80 -3 2.96 15 20 0.76
ASML 20.22 19.49 -4 1.35 14 15 0.96
COHU 17.55 16.91 -4 1.26 13 15 0.89
FSII 6.87 6.60 -4 0.34 19 18 1.11
LRCX 46.72 44.54 -5 3.18 14 18 0.80
ASYT 7.45 7.05 -5 0.64 11 11 1.00
UTEK 15.69 14.82 -6 0.78 19 15 1.27
WFR 37.50 35.33 -6 2.12 17 17 1.01
ATMI 24.62 23.15 -6 1.32 18 18 1.00
MTSN 9.77 8.84 -10 0.57 16 34 0.46
TOTALS 422.20 407.52 -3 27.73 15
SOX-X 441.72 423.85 -4
COMPQX2172.09 2130.06 -2
* STOCKS INCLUDED IN SOX INDEX



To: Donald Wennerstrom who wrote (31314)7/8/2006 10:54:10 PM
From: Gottfried  Read Replies (2) | Respond to of 95735
 
Don, if the analysts predicting less or no SCE growth for 2007 are right, then that will begin to be discounted now or is alrady discounted. That means SCE stocks have no upside, since they never responded to the better 2006 2H predictions.

Oil may be better