Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Return to Sender who wrote (10413)	7/5/2003 12:07:32 AM
From: Donald Wennerstrom	Read Replies (1) of 95487

Some great conversation going on here in the last few posts. I think it is good to "let it all hang out" and put forth the rationale for our positions. I just want to add another similar table to one put forth earlier today. This one has a little more time span than the earlier one. This table shows the difference between 2/14/03/ and this weekend, a period of almost 5 months. The table shows the changes in analyst ratings of each stock in the Group between the 2 dates. Note how the Strong Buy, Buy and Hold ratings have dropped while the Under Perform rating has risen sharply. - Change In Recommendations 2/14/03 to 7/5/03 - Strong Under SYMBOL Buy Buy Hold Perform Sell AMAT -2 -5 -3 1 1 ASML -1 -2 ASYT -3 1 -1 ATMI -2 1 BRKS 1 -1 1 -1 CMOS 1 -2 -1 1 COHU CYMI -1 1 3 -1 DPMI EGLS -2 FSII 1 -1 HELX -1 1 KLAC -2 -2 1 KLIC -2 1 LRCX -1 -1 -1 2 -2 LTXX -1 1 MTSN 1 -1 NVLS -1 -2 -3 2 1 PHTN PLAB 1 -2 1 SMTL -1 1 TER -2 -1 UTEK -1 1 -1 VECO -2 -1 -2 2 WFR 1 -1 TOTAL -9 -18 -13 10 -3

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