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

To: Donald Wennerstrom who wrote (42823)	1/20/2009 12:43:23 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95525

January 20, 2009 16:26 AM ET Teradyne Cut To Perform From Outperform By Oppenheimer Dow Jones

To: Donald Wennerstrom who wrote (42823)	1/20/2009 1:06:02 PM
From: cluka	Read Replies (1) \| Respond to of 95525

I am not sure if these analysts are silly or am I? Let's say $14.50 a share, that's about $3.5B market cap. Since WFR has $1B in cash you buy $1.45 in earning for $2.5B. That is roughly $335MM return on $2.5B investment, and this is at what this analyst considers to be worst year, He sees 2010 up from 2009. That is a 13.4% return on investment. Can someone point me to another situation like this?

To: Donald Wennerstrom who wrote (42823)	1/20/2009 4:52:55 PM
From: Pam	Read Replies (2) \| Respond to of 95525

For 2009, Chin cuts his EPS estimate to $1.45, from $2.35; for 2010, he drops to $1.65, from $2.75. For Q1, he sees sales of $294 million, well below the Street consensus of $404 million. Consensus Rev/EPS estimates (about 20 analysts) for 1Q09 and FY09 on Yahoo are at 402MM/$0.57 and 1.81B/$2.41 respectively. These are very optimistic estimates and will have to come down rather dramatically over next several months. Combination of increased Supply and reduced Demand will result in a complete loss of pricing power and a severe GM compression that will push estimates lower.