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Technology Stocks : Semi Equipment Analysis

SOXX 296.92

+0.1%

Dec 1 4:00 PM EST

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Donald Wennerstrom

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To: Gottfried who wrote (78918)	2/7/2018 6:12:42 PM
From: Gottfried	2 Recommendations of 95501

bpSOX stays 15/30 Jan25 Jan26 Jan29 Jan30 Jan31 Feb01 Feb02 Feb05 Feb06 Feb07 ADI ADI ADI ADI ADI ADI AMAT AMAT AMAT AMAT AMAT AMAT ASML ASML ASML ASML ASML ASML CAVM ADI CAVM CAVM CAVM CAVM CAVM CY ASML CY CY CY CY CY ENTG CAVM ENTG ENTG ENTG ENTG ENTG IDTI CY IDTI IDTI IDTI IDTI IDTI INTC ENTG INTC INTC INTC INTC INTC KLAC INTC KLAC KLAC KLAC KLAC KLAC LRCX KLAC LRCX LRCX LRCX LRCX LRCX MCHP MCHP ADI MCHP MCHP MCHP MCHP MCHP MKSI MKSI ASML ASML ASML MKSI MKSI MKSI MKSI MKSI MRVL MRVL CAVM CY CY MRVL MRVL MRVL MRVL MRVL MSCC MSCC CY ENTG ENTG MSCC MSCC MSCC MSCC MSCC MU MU ENTG INTC INTC MU MU MU MU MU MXIM MXIM INTC MKSI MKSI MXIM MXIM MXIM MXIM MXIM NVDA NVDA MKSI MRVL MRVL NVDA NVDA NVDA NVDA NVDA ON ON MRVL MSCC MSCC ON ON ON ON ON QCOM QCOM MSCC MXIM MXIM QCOM QCOM QCOM QCOM QCOM QRVO QRVO MXIM NVDA NVDA QRVO QRVO QRVO QRVO QRVO SLAB SLAB NVDA ON ON SLAB SLAB SLAB SLAB SLAB SWKS SWKS ON QRVO QRVO TER TER TER TER TER TER TER QRVO SWKS SWKS TSM TSM TSM TSM TSM TSM TSM TER TER TER TXN TXN TXN TXN TXN TXN TXN TSM TSM TSM XLNX XLNX XLNX XLNX XLNX XLNX XLNX TXN TXN TXN

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