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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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To: Pam who wrote (41958)	12/2/2008 7:23:43 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (3) of 95616

Pam, I went back to the end of August and compiled the earnings changes on a weekly basis for LRCX and WFR. First, LRCX. Most of the earnings deterioration occurred in the October area. Two weeks showed no changed and 1 week actually showed a small increase. Second is the WFR table. The trend was down, but the "roll off" was not nearly as great in percentage terms as LRCX. However, the "next year" earnings number came down almost 2$ per share.

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