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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Donald Wennerstrom who wrote (43620)	3/4/2009 3:31:01 PM
From: Kirk ©	of 95541

I posted this earlier today on my facebook group Investing for the long term You replied to Runner's post 5 hours ago Some signs of hope from Asia. These are headlines for a pay service from Asia that asks its subscribers (me) what stories we want to see them write full articles on the next day. I voted for these optimistic headlines IC distributors secure up to 80-90% of orders for March Taiwan-based IC channel distributors have said that they have already secured up to 80-90% of orders for March, with some operators believing that overall revenues for the industry will continue to move upward in the second quarter. Panel component makers see on-month increase in February revenues Panel component makers saw an on-month increase in their February revenues due to recent rush orders. Makers such as Nano Electro-Optical Technology (Nano-Op) and Efun Technology saw their consolidated revenues increase by 40-50% on month, while Forhouse saw a growth of around 30-40% and Radiant Opto-Electronics Corporation (ROEC) around 20%, according to industry sources. IC packaging and testing and substrate vendors see uptick in utilization rates Most Taiwan-based IC packaging and testing players as well as IC substrate companies have seen an improvement in their utilization rates due to a rebound in orders from MediaTek. MediaTek recently revised its first quarter guidance to a sequential sales growth of 8-13%, instead of a 8-16% decline projected previously, according to market sources. Notebook panel shipments to recover in 2Q09 Notebook panel shipments are expected to see a more obvious recovery in the second quarter, according to Chen-Lung Kuo, VP of sales and marketing in Chi Mei Optoelectronics (CMO). Both monitor and TV panels have already seen a recovery in shipments and the delay of notebook panel growth is due to notebook makers still adjusting inventory, added Kuo.

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