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Technology Stocks : Semi Equipment Analysis

SOXX 270.83

+1.0%

Nov 21 4:00 PM EST

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To: Kirk © who wrote (30240)	5/3/2006 12:11:24 PM
From: Donald Wennerstrom	Read Replies (2) of 95456

Kirk, Just a little add-on to my last post. LRCX shows what a steady increase in estimated and actual earnings can do over a period of time. The following chart shows a comparison of LRCX vs AMAT, KLAC, and NVLS over a 2 year period. finance.yahoo.com Also, LRCX is trading in the 50's today while KLAC is trading in the 48's. Two years ago, KLAC was also trading in the 48's(no price gain in 2 years), while LRCX was trading at 25(price doubled in 2 years). Don

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