Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 294.38

-1.0%

Nov 7 4:00 PM EST

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To: Gottfried who wrote (48884)	8/8/2010 12:51:12 PM
From: Donald Wennerstrom	Read Replies (1) of 95385

These charts all seem to show the same general characteristics with some minor variances. Hard to know what the message is for each individual stock. AMAT seems to have made less of a recovery in price compared to KLIC and COHU, during this latest runup in Bookings. AMAT responded positively at first, but then began to roll over while KLIC and COHU seem to have kept more of an upward trend. COHU and AMAT look to have lower values the past couple of years compared to their values during 04 to 08. KLIC on the other hand seems to be continuing upward in price and approaching very close to the 04 to 09 values. However, having said that, KLIC took a pretty big dip in the 04 area to relatively lower values than COHU and AMAT. In terms of price rise leading the rising Bookings numbers, the result is not 100 percent, but in most cases it looks like all 3 stocks do tend to lead the Bookings rise by several months.

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