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

To: Donald Wennerstrom who wrote (39782)	8/2/2008 12:45:41 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95622

For the 17 Group stocks that report on a calendar quarter basis, 14 have reported with 3 left to go next week. The table below shows the results so far. At the bottom line, all 17 stocks were estimated to report earnings of 3.44 for the quarter. Already, the 14 stocks reporting have earnings of 4.00. As usual in quarterly reporting, actuals exceed the estimates on average. However, while the 14 stocks have earned 4.00 this quarter, these same 14 stocks have a bottom line estimate of 3.07 for the September quarter. This bleak outlook is just a sample for the rest of the semi equip area and is causing the most recent drop in stock prices. Until the "market" can look beyond the present poor outlook to better earnings performance in the future, stock prices will be trying to find the "bottom".