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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: Donald Wennerstrom who wrote (52696)	7/9/2011 6:55:56 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (1) of 95626

This is a chart depicting 5 of the Group stocks over the period from 2/18/11 to last Friday's close. COHU has been tracking the SOX quite well, or vice versa. The chart also shows that while KLIC is the leader for the Group from the chart and the table, the peak gain occurred in the early May period and now it has retrenched a little. This is in keeping with the IBD article hinting that their good performance maybe over for the near future. In the meantime, KLIC is a good example of no matter what a company has done in the past there are always "certain others" that keep suggesting that the good times may be over, and revenue and earnings will decrease. As shown in the previous table, KLIC's PE is at 7 and the PEG is a paltry 0.49. In more normal times the PE would be 14 and the PEG would be 0.98, and the price instead of 11.34 would be 22.68. Oh, and also, their market share for ball bonders is over 50 percent in a high growth area.

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