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

To: Sam who wrote (61170)	8/21/2013 3:58:35 PM
From: Donald Wennerstrom	1 Recommendation Recommended By Return to Sender Read Replies (2) \| Respond to of 95531

I think the big "if" here is whether the economy is going to continue in terms of earnings growth, or will it stagnate or even recede. I took a quick google search on future earnings growth estimates, and picked the first one I found. factset.com This article was written on 16 August. One of the "bullets" from the report was, <<Earnings Guidance: For Q3 2013, 75 companies have issued negative EPS guidance and 17 companies have issued positive EPS guidance.>> That is not a very positive statistic for increased earnings which is required for higher stock prices. These numbers are in keeping with my limited reading of earnings results and expectations from sources like Briefing.com and others. A lot of companies have lowered expectations for the coming quarter and year. I keep looking at the 24 stocks in the SOXM that report on the CY/FY basis that expect earnings to rise 44 percent in 2014 compared to 2013. How is that going to happen in this environment. The SEMI report from yesterday did nothing to spark a positive feeling about future growth. JMO. Don