Replies to post #551 on Sector Investing

[Don Wennerstrom]

RtS, You have such a great thread here, I thought I would try to post a table. The one below is on earnings estimates of the Group 3 years ago versus the earnings estimates of today going forward.

 
 -	     DATA FROM FIRST CALL 
 -	   8/10/00	    8/7/03 
 -	 EARNINGS EST	 EARNINGS EST	 EARNINGS CHG 
 SYMBOL	CURR YR	NEXT YR	CURR YR	NEXT YR	CURR YR	NEXT YR 
 AMAT	 1.19	 1.71	 0.13	 0.46	-1.06	-1.25 
 ASML	 0.77	 1.25	-0.34	 0.37	-1.11	-0.88 
 ASYT	 2.16	 2.76	-1.02	 0.44	-3.18	-2.32 
 ATMI	 1.35	 1.90	-0.02	 0.59	-1.37	-1.31 
 BRKS	 1.60	 2.63	-1.56	 0.24	-3.16	-2.39 
 CMOS	 2.59	 3.46	-1.41	-0.43	-4.00	-3.89 
 COHU	 2.01	 2.43	 0.06	 0.62	-1.95	-1.81 
 CYMI	 1.81	 2.86	-0.31	 0.96	-2.12	-1.90 
 DPMI	 2.83	 4.31	-1.80	 0.70	-4.63	-3.61 
 EGLS	 2.24	 2.28	-2.01	-0.71	-4.25	-2.99 
 FSII	-0.19	 1.05	-1.41	-0.10	-1.22	-1.15 
 HELX	 1.84	 2.75	-0.09	 0.43	-1.93	-2.32 
 KLAC	 2.20	 2.62	 1.03	 1.76	-1.17	-0.86 
 KLIC	 1.97	 2.65	-1.09	 0.20	-3.06	-2.45 
 LRCX	 2.01	 2.42	 0.37	 0.88	-1.64	-1.54 
 LTXX	 0.82	 1.57	-0.91	-0.42	-1.73	-1.99 
 MTSN	 1.21	 1.77	-0.60	-0.06	-1.81	-1.83 
 NVLS	 2.29	 3.00	 0.18	 0.67	-2.11	-2.33 
 PHTN	 1.23	 1.50	-0.97	 0.54	-2.20	-0.96 
 PLAB	 0.86	 1.48	-0.31	 0.64	-1.17	-0.84 
 SMTL	 0.79	 1.14	-0.33	 0.17	-1.12	-0.97 
 TER	 3.12	 4.11	-0.60	 0.47	-3.72	-3.64 
 UTEK	 0.19	 0.74	 0.14	 0.65	-0.05	-0.09 
 VECO	 1.38	 2.78	 0.19	 0.69	-1.19	-2.09 
 WFR	-0.78	 0.49	 0.48	 0.66	 1.26	 0.17 
 TOTAL	37.49	55.66  -12.20	10.42  -49.69  -45.24 
 

[ReturntoSender]

Networking (NWX), Semiconductors (SOX), Telecom (XTC), Broker Dealers (XBD), Drugs (DRG) - US Industry Indices - 5 Day 15 Minute Charts:

[ReturntoSender]

Natural Gas (XNG), Oil (XOI), Oil Services (OSX), Transports (TRAN) and Utilities (UTY)- US Industry Indices 5 Day 15 Minute Charts: