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

To: Sam who wrote (67924)	3/18/2015 3:57:46 PM
From: The Ox	Respond to of 95626

While not specifically mentioned, I'll use AMAT for this example. With a roughly 18% eps growth rate and forward estimates for AMAT at $1.50, I can see why the stock may be slightly ahead of itself. A $26 price target seems about right and it's trading at $24. Many of the semi's appear a bit pricey based on these types of ratios but there's plenty of room for the estimates to increase, IMO. I would think that a year from now, that $1.50 will likely be higher and could even be higher by 25 cents or more. Hard to gauge based on what may happen with the company during the initial consolidation of the TEL merger. I think it's reasonable to be slightly cautious on the DRAM supply chain more so than the DRAM makers.

To: Sam who wrote (67924)	3/18/2015 4:56:03 PM
From: Donald Wennerstrom	2 Recommendations Recommended By Return to Sender The Ox Respond to of 95626

Lots of interesting things going on in the market today. The market was going South this morning, but was saved once again by the Fed report released at 2:30 ET today which caused a big bounce to the upside. LRCX was hit hard early this morning and by 1 hour after the open was down about -5%. Then recovery started setting in and by the close LRCX was only down -1.9%. For the 3 days LRCX is down -1.5%. MTSN was not so lucky ending the 3 days down -11.2%. There are 12 stocks to the downside so far for the 3 days, and 24 stocks to the upside. Notable names to the downside at this point are still INTC, LRCX, MU, and SNDK.