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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

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To: Gottfried who wrote (27597)	12/21/2005 7:09:27 PM
From: Donald Wennerstrom	Read Replies (1) of 95622

Gottfried, A pretty violent reaction by MRVL today from the CSFB projected reduction in numbers due to stock options. Apparently, CSFB is publishing tomorrow a report on impact of option expenses for all the semiconductor companies they follow. <<• Industry Report. For a summary of the impact to EPS estimates across our covered semiconductor companies, please see our industry report, “Title,” published December 22, 2005.>> Don

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