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

To: Donald Wennerstrom who wrote (82821)	3/16/2019 6:56:07 PM
From: robert b furman	Read Replies (1) \| Respond to of 95422

Hi Don, Go ahead kick while I'm down. <smile> More than ugly write downs with the merger of Xcerra. It was expected. But always amazed at the overreaction - which I've always believed was a sign of manipulation. I can be patient and will BUY THE DIP!! Bob

To: Donald Wennerstrom who wrote (82821)	3/16/2019 6:56:56 PM
From: Donald Wennerstrom	2 Recommendations Recommended By Return to Sender Sam Read Replies (1) \| Respond to of 95422

The last post shows the performance of the SOXM stocks and major indices for the 2019 year to date. A comparison of this performance compared to the same period for 2018 is shown in the table below. The rise in the indices so far this year is much sharper than the same period in 2018. Note the Next Year PE for 2019 is 14.6 compared to 16.6 for 2018, exactly 2 points lower. The bottom line earnings estimates are (135.64/146.22)(+7.8%) higher for 2019. Eighteen of the 28 stocks in 2018 are up over +10%, 24 of the stocks in 2019 are up over +10%. So far no question that 2019 has been performing better than 2018 for this period in time and is still in better shape in terms of earnings estimates, PE estimates, and price changes to the upside.