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

To: Donald Wennerstrom who wrote (43736)	3/14/2009 3:43:39 PM
From: Donald Wennerstrom	1 Recommendation Respond to of 95632

Here is the updated comparison between the Group and SOX. Both this year and next year earnings estimates went down for the Group, and this year earnings went down and next year earnings went up for the SOX. Since the Nov price lows for the Group and the SOX, the earnings estimates have gone down "big time". For the Group, this year has gone down 18.84 and next year has gone down 6.99. For the SOX this year has gone down 15.88 and next year has gone down 7.41. Since the Nov price lows, the Group has gone up 17.6 percent and the SOX has gone up 22.1 percent.

To: Donald Wennerstrom who wrote (43736)	3/16/2009 4:34:50 PM
From: Jacob Snyder	1 Recommendation Read Replies (1) \| Respond to of 95632

re LRCX and WFR, EPS vs. stock changes: The stock prices anticipated the earning estimates, by about 2 1/2 months. That is, the stocks stopped going down, 2 1/2 months before the earnings estimates stopped going down. The rise in stock prices since 11/08, is due to the decrease in uncertainty, as investors gradually acquire confidence forward earnings estimates are done plunging. By the time the earnings estimates establish an upward trend, we can expect the stocks to be 50-100% above their lows.