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

To: Donald Wennerstrom who wrote (52697)	7/9/2011 7:20:08 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (1) \| Respond to of 95623

This table of estimated and actual earnings is getting quite unwieldy, but I thought I would try posting it 1 more time. It shows those stocks in the Group and SOXM that have FY reporting on a CY basis. The end of June was the end of the 2nd quarter for these stocks. Looking across the bottom, the table shows the stocks reviving with respect to earnings beginning in the Mar quarter of 2009 and continuing to reach a peak in the 4th quarter of 2010. It also shows that the estimates for the present 2nd quarter of 9.24 are not much higher than the 2nd quarter of 2010 at 8.98. Another way of say this, the earnings increases shown in the first part of the table have "flattened out" over the last several quarters. This action is similar to the "flattening out" of the SOX over the past several quarters. There may be more of this "up and down" action in the coming quarters if earnings continue to stagnate. The right hand columns show the latest consensus earnings estimates for 2011 and 2012. Note that while there is some minimum gains projected at the bottom line, the present movement from 2011 to 2012 is only 6.4 percent. Some of the individual stocks show decreases in earnings for 2011 and 2012 compared to 2010, or for 2012 compared to 2011.