Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kirk © who wrote (48516)	7/10/2010 3:06:19 PM
From: Donald Wennerstrom	1 Recommendation Respond to of 95616

Kirk, Yes it took me a few minutes, but it was all started by a post from Pam in December 2008. Message 25221833 <<Pam, Thanks for picking up on that article By Ionut Arghire, Hardware Editor on the SEMI forecast. You are welcome! Don, when you get a chance can you try and research the PEG ratio tables that you post here and see when and how quickly EPS estimates for LRCX came down so dramatically for 2009 and 2010? Same thing needs to happen with WFR, and analysts will not do that until their clients are out of it and/or management gives a lower guidance. Analysts these days have lost the courage to be bold and revise the estimates downwards until the management guide them first!>> From that point on, one thing led to another and the table was eventually "born". I thought it was a good idea to take the 2 companies and look at their prices as each week went by in connection with changes in Curr Yr and Nxt Yr earnings estimates. These are 2 different companies that make very different products grouped in the semi equipment industry. I thought that difference would be good in order to see impacts of earnings estimates as time progressed. Once I started with these 2 companies it occurred to me that I could do the same type of table comparing the Group and SOX. After starting the 2 sets of tables, it was relatively easy to keep updating them on a weekly basis. They are getting rather large at this point so I may have to cut back at some point here in the near future. Don