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


To: Donald Wennerstrom who wrote (46575)1/24/2010 3:02:05 PM
From: Donald Wennerstrom2 Recommendations  Read Replies (1) | Respond to of 95432
 
This is the same SOX data as the last post, but this time it is sorted by PEG. Bottom line PEG is 1.32. Note that 3 of the big stocks in the semi equip area, KLAC, LRCX, and AMAT have consensus growth estimates of 5, 7, and 8 respectively. NVLS and TER have growth estimates of 10. The chip companies tend to have much better growth estimates.