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


To: Donald Wennerstrom who wrote (42606)1/10/2009 4:04:27 PM
From: Donald Wennerstrom2 Recommendations  Read Replies (1) | Respond to of 95525
 
The following is a comparison for the Group between now and the July 2007 time period.



The differences in earnings estimates, growth and PEG's are tremendous. In the 07 data, LTXX is used in place of LTXC. The indices levels were greatly different obviously. DJ was approaching the 14000 level, and is now in the mid 8000s. Note that in the July 07 period, next yr earnings were at 30.15, now they are at 4.49 and falling, perhaps into the "red" over the next few weeks.



To: Donald Wennerstrom who wrote (42606)1/11/2009 7:32:47 PM
From: Kirk ©3 Recommendations  Read Replies (1) | Respond to of 95525
 
Thanks
Amazing to think 18 months ago "analysts" thought LRCX would earn over $4 for the FY 2009 period ending in a few months. Now they think LRCX will finish the year 3 cents in the red!
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