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

To: Donald Wennerstrom who wrote (52564)	6/25/2011 2:38:33 PM
From: Kirk ©	Respond to of 95616

Even though we had a hunch this was true... no real correlation, it is stunning to see it so well documented. As an example, let's take 3 points from the past on the SOX side of the table. Date Cur Yr Nxt Yr SOX 9/11/09 0.74 12.83 321.24 2/5/10 26.63 33.42 320.01 9/10/10 46.27 48.59 316.57 So over the full year, earnings estimates "went out of sight" and the SOX stayed essentially the same. Thanks!

To: Donald Wennerstrom who wrote (52564)	6/25/2011 3:13:52 PM
From: Donald Wennerstrom	1 Recommendation Read Replies (1) \| Respond to of 95616

This is the update of the Dividend and Tangible Book Value Tables for this weekend. The INTC dividend number was upgraded to its present value of 0.84 and the prices were updated to Friday's closing values. The first group of tables are sorted by percent yield to make it easy for evaluation. In this sort for the SOXM, INTC is at the top with a 4 percent yield. AMAT leads the Group with a 2.6 percent yield. If there are errors or upgrades in Dividend or TBV values for any of the stocks, please let me know and I will be happy to upgrade the tables. If not, I probably won't be upgrading these tables on a weekly basis, since Dividend and TBV numbers usually change on a quarterly basis for any individual stock. Also, these data are sometimes not posted to sources of information in a timely way. I will probably try to update every 4 to 6 weeks unless I hear from someone about any change to these values. The data in the following table is sorted by TBV to price in percent difference. With the big hit to MU on Friday due to their less than stellar earnings report on Thursday, they are now at the top of the list at 113 percent, followed by WFR with 103 percent. PS: I am still looking for a nice rebound in MU price in the near future.

To: Donald Wennerstrom who wrote (52564)	6/25/2011 3:37:15 PM
From: brokenst0nes	Read Replies (1) \| Respond to of 95616

Donald, I wonder how the comparisons would look after adding the other 9 components of the SOX that are either omitted altogether or are within the group list. Further, the index rebalancing every quarter could distort the comparisons over time to a point where maybe you can't compare.

To: Donald Wennerstrom who wrote (52564)	6/25/2011 5:26:48 PM
From: Sam	2 Recommendations Read Replies (1) \| Respond to of 95616

So over the full year, earnings estimates "went out of sight" and the SOX stayed essentially the same. Don, IMHO, that post deserves a record number of recommendations. Your persistent work over a long period of time shows very graphically (as opposed to the anecdotal sense that many of us peons have had over the years) some of the perversity of Mr. Market as well as the perspicacity [so to speak!] of the analysts who follow the semiconductor sector.