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

To: Sam who wrote (58616)	12/29/2012 8:07:51 PM
From: Donald Wennerstrom	1 Recommendation Respond to of 95616

Sam, thanks for the input on earnings estimate discrepancies. Since I keep 2 separate sets of tables for the Group and the SOXM, there are times when I upgrade a table on one day and the I upgrade the other table on the next day. Changes in estimates sometimes are upgraded over this period of time. Other times, I do make mistakes. I hope most of them don't make too much of a difference, but sometimes it happens. I always try to use Yahoo for the estimate updates. Once in a great while I have to use another source if Yahoo is down for some reason on an individual stock. Three of the stocks you mentioned, BRCM, SNDK, and MU would not fall into the 2 table configuration since they appear in only the SOXM. LRCX appears in both tables. As I look at Yahoo now, SNDK is 3.51, BRCM is 2.98, LRCX is 3.49, and MU is 0.49 Thanks again for letting me know of the differences. Don