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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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96278 488 0 SOXX
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4381This is a look at the earnings estimate progression for the SOX since it was &quDonald Wennerstrom-7/28/2002
4380Don, I'll do the charts today. G. [end]Gottfried-7/28/2002
4379Don, the group estimate change is large indeed. The question I have is are 'Gottfried-7/28/2002
4378Gottfried, I for one would really like to see those charts. I think that is a Donald Wennerstrom-7/28/2002
4377Here is the 2 week data for the SOX as well. Not as bad as the semi-equips, butDonald Wennerstrom-7/28/2002
4376For the past several months, there has been little change in the earnings estimaDonald Wennerstrom-7/28/2002
4375RtS, Thanks for your kind words, but if anyone deserves credit for this thread,Donald Wennerstrom-7/28/2002
4374RtS, thanks for the comparison chart. I think I'll update my charts showing Gottfried-7/28/2002
4373Many thanks to both Don and Gottfried for their contributions here. It is intereReturn to Sender-7/28/2002
4372Don, yes - AMAT tracks better than WFR finance.yahoo.com G.Gottfried-7/28/2002
4371WFR is one stock out of the Group that tends to go its "own way". ThiDonald Wennerstrom-7/28/2002
4370Here is the same SOX data sorted by PEG. 7/19/02 7/26/02 FST CALLDonald Wennerstrom-7/28/2002
4369Thank you, Don. WFR bucked the trend and had a PnF 'low pole reversal' -Gottfried-7/28/2002
4368Here is the weekly data for the SOX. 7/19/02 7/26/02 FST CALL NEXDonald Wennerstrom-7/28/2002
4367This is the same Group data sorted by PEG. 7/19/02 7/26/02 FST CADonald Wennerstrom-7/28/2002
4366Here are the tabulated results for the Group this past week. Two stocks were up,Donald Wennerstrom-7/28/2002
4365Demand...lack thereof. I'll return on Tuesday.scott_jiminez-7/28/2002
4364<i>Until we all grasp the idea that whereas technology was the best place Proud_Infidel-7/28/2002
4363Scott, I read your post. Gottfried [end]Gottfried-7/28/2002
4362That was an unfortunate display of hypocrisy my dear Gottfried. Not only did yoscott_jiminez-7/28/2002
4361Here's the bpnya chart stockcharts.com forgot to include the linkGottfried-7/28/2002
4360RtS, comments on your post... The first two SOX charts support your comments. TGottfried-7/28/2002
4359InvestmentHouse Weekend Market Summary investmenthouse.com 7/26/02 TONIGHT: Return to Sender-7/28/2002
4358Gottfried: A spokeswoman at Goldman Sachs said: ``There is absolutely no connecJulius Wong-7/28/2002
4357Wall St Week Ahead-Stocks to gain with profits By Chelsea Emery biz.yahoo.com Return to Sender-7/28/2002
4356My guess is that we could see lows never thought possible even a few months ago.The Ox-7/28/2002
4355Assuming this data is accurate, 0% of semi companies used to create this categorThe Ox-7/28/2002
4354Julius, after reading the full text of Getchen's article I conclude that GS Gottfried-7/28/2002
4353Random thoughts and time for another Thread Poll: Since this thread is centrallReturn to Sender-7/28/2002
4352Thanks Julius. What a coincidence. G. [end]Gottfried-7/28/2002
4351Tech Stocks Way Down, but for Many Not Cheap Enough By Peter Henderson biz.yahoReturn to Sender-7/28/2002
4350New York Times July 28, 2002 Trust Shattered, Wall Street Can't Afford CoinJulius Wong-7/28/2002
4349Zeev just replied to an old post by our KLIC expert. the old post Message 16596Gottfried-7/28/2002
4348ob, thanks for your pep talk. :) I'm thinking I have depended too much on fuGottfried-7/27/2002
4347RE: "Finance governs the value of a company." This is probably true iCary Salsberg-7/27/2002
4346RE: "...and poor for shareholders." Obviously, you are NOT talking abCary Salsberg-7/27/2002
4345Berry your comment, "Morgan should be put in jail", does offend me andStanX Long-7/27/2002
43441st a disclaimer: I love tech oriented companies, and believe innovation has coBarry-7/27/2002
4343Jail for Morgan? Are you kidding or serious? Few CEO's have done more foProud_Infidel-7/27/2002
4342Hi G, Sorry it took so long to get back. Some things we know: Cohu has downsirobert b furman-7/27/2002
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