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

To: Donald Wennerstrom who wrote (48666)	7/24/2010 4:12:35 PM
From: Donald Wennerstrom	1 Recommendation Read Replies (2) \| Respond to of 95622

This is the weekly update of the LRCX and WFR tables in terms earnings estimates and price changes. This is a 2 week update for the tables. All told, the last 3 weeks have been positive for both earnings estimates and prices. Using the table, it is very easy to go back in time and look at the price and earnings estimates at different points. Comparing data for 4/23 and 7/23 gives a 13 week window. LRCX earnings estimates were 2.30 and 3.51 while price was 42.90. On 7/23 earnings estimates are 2.41 and 3.85 while the price closed at 42.30. For 4/23, WFR earnings estimates were 0.76 and 1.20 while price was at 15.82. On 7/23 the earnings estimates are 0.67 and 1.17 while the price closed at 11.68. Other time periods going all the way back to 8/29/08 can obviously be compared. Since 3 weeks ago, 7/3, LRCX is up 12.6 percent, and WFR is up 20.8 percent.