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Technology Stocks : Semi Equipment Analysis

SOXX 297.50

-2.6%

Nov 6 4:00 PM EST

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To: Donald Wennerstrom who wrote (50367)	12/11/2010 5:22:21 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (1) of 95383

This is the weekly update for the Group stocks in terms of earnings estimates, growth estimates, and price changes sorted by price percent change. The spread for the week runs all the way from +10.4 percent for TER to -10.5 for LTXC. LTXC is tied up with both VRGY and ATE involved in merger talks. Article on subject at bottom of the table. There are 6 upgrades of earnings estimates this week with no downgrades of estimates. LTX-CREDENCE (LTXC) FACING COMPETING BID FOR VERIGY (VRGY). NEEDHAM KEEPS HOLD 11:29 AM ET 12/6/10 \| S&P Marketscope Analyst Vernon Essi Jr. tells salesforce ATE'S $12.15/sh. bid for VRGY exciting news for VRGY holders but leaves LTXC holders in lurch as VRGY, despite remaining committed to merger with LTXC, likely to continue dialog with ATE. Says ATE/VRGY deal makes sense from mixed signal system-on-chip view as ATE holds weak mkt position in this area, VRGY offers better presence despite some customer overlap. However, ATE's ~65% memory mkt share coupled with VRGY's 20% may cause antitrust concern. Regardless, says ATE is serious. Will review LTXC rating as drama unfolds.

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