Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 281.61

+1.7%

4:00 PM EST

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To: Donald Wennerstrom who wrote (46491)	1/17/2010 1:11:44 PM
From: Donald Wennerstrom	3 Recommendations Read Replies (1) of 95443

The SOX rolling quarter "picture" looks pretty much like that of the Group - no surprise there. This past weeks performance looks very much like that of the last 2 weeks in the table. There is a very sharp performance break in the table between MRVL and TSM. MRVL and 5 other stocks have gained over 25 percent for the 13 weeks. TSM and the rest of the stocks are below 8 percent. Once we get through the next 2 to 3 weeks of earnings reports, which stocks are going to be the big winners for the next quarter? Six of the stocks in the table are in the red for the 13 week period.

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