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


To: Donald Wennerstrom who wrote (52372)6/11/2011 1:31:57 PM
From: Donald Wennerstrom1 Recommendation  Read Replies (1) | Respond to of 95684
 
This is the same SOXM data as the last post, but this time it is sorted by PEG.

WFR is in the top spot here with a PE of 6 and a PEG of 0.41. SNDK is right there in 2nd place with a PE of 7 and a PEG of 0.45 Eleven of the 21 stocks have PEs less than 10.




To: Donald Wennerstrom who wrote (52372)6/11/2011 1:57:11 PM
From: Sam  Read Replies (1) | Respond to of 95684
 
Don, the reason Sandisk had such a big increase in the 2012 estimate is because it was based on only one analyst!

I guarantee you that there are 2 or 3 analysts out there who (eventually) will give them an estimate of no more than $4/share for '12, if that. It is a company that some analysts love to hate.

Not that 2012 estimates actually mean a whole lot right now. They will be undoubtedly be revised many times.