Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: The Ox who wrote (56772)	7/2/2012 8:17:17 PM
From: Donald Wennerstrom	5 Recommendations Respond to of 95456

I took the 6 companies you mentioned and put together a quick collage of 6 charts that show past actual earnings and future earnings estimates by quarter and overlays of the price action. The actual numbers of earnings are a little small to read, but I just wanted to get all 6 charts on 1 page and then look at actual trends of prices versus earnings. CYMI is an exception to the other 5 companies in terms of earnings estimates going forward and recent price changes. The price is at a relatively high value lately, but the earnings estimates are much lower than prior actuals. TER had a good report last quarter and estimates look OK, but the price has been on a downtrend. ASML earnings have been coming down, but price has been rising. Estimates look OK going forward, but they do not equal the actual of 2Q11 until 2Q13. AMAT just keeps rolling along with fairly steady earnings, but the price keeps dropping. LRCX shows rising earnings estimates in the near term, but so far the price has not responded. UTEK is the only one of the bunch that shows forward estimates higher than past actuals. Price is at a high level, and may remain there if they meet the estimates.