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

To: Gottfried who wrote (51994)5/2/2011 11:47:35 AM
From: Donald Wennerstrom2 Recommendations  Read Replies (2) | Respond to of 95358
 
This is another example of the analysts keeping a "tight lid" on semi cap ex vendors evaluations. The present AMAT PE for both this year and next is presently at 10, but others in the Group and SOXM are even lower.

Examples abound, but for one, LRCX has a Cur Yr PE of 8(Jun 11) and a Nxt Yr PE of 9. KLIC has a Cur Yr PE of 7(Sep 11) and a Nxt Yr PE of 6. At the bottom line the Cur Yr PE for the Group is 10.6 and for Nxt Yr is 10.4

These are "crazy times" and "crazy evaluations".

Don



To: Gottfried who wrote (51994)5/2/2011 1:29:01 PM
From: 2MAR$2 Recommendations  Respond to of 95358
 
yah , guess its just that solar exposure that's the downer, these downgrades always seem to harrass AMAT , in a perfect world think they would be on its way to $17 as they figure out later its cheap.

still it respected this lower double top just under $16 , so see where it bounces maybe dip under $15 or that good support at $14.25 lower double bottom .



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