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

To: Donald Wennerstrom who wrote (58608)	12/29/2012 4:25:11 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (2) \| Respond to of 95616

This is the same SOXM data as the last post, but this time it is sorted by PEG. PEs have been rising steadily over the past many months. At this point there are no stocks in the SOXM group with PEs less than 10.

To: Donald Wennerstrom who wrote (58608)	12/29/2012 6:34:15 PM
From: Sam	Read Replies (1) \| Respond to of 95616

Don, it looks like something is awry with the earnings tables for SOXM-- at least in a few of the companies that I follow, the earnings estimates are different in the table sorted by percentage change vs the one sorted by PEG. Giving four examples-- SNDK 3.48 vs. 3.51 BRCM 2.94 vs. 2.98 LRCX 3.54 vs. 3.49 MU .62 vs. .49 The others I looked at are the same (well, except Intel, which was just a penny different). Doesn't really make much difference, just wanted to let you know.