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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (5477)	9/19/2002 8:00:14 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95420

Cary, I went long on LLTC today. I like the chart better than most of your other favorites right now: stockcharts.com[h,a]daclyyay[pb50,200!d20,2!c20!c10][vc60][iUb14!Uk14!La12,26,9]&pref=G I think we both agree that analysts are often wrong. LLTC is a highly profitable company. I think the stock can move up nicely if the SOX does too. But many stocks will rise in a rally. Longer term we still have a war looming with Iraq, more earning's warnings coming, the rest of September and October to deal with before we get into a traditionally better time period for technology stocks. RtS

To: Cary Salsberg who wrote (5477)	9/19/2002 8:49:35 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95420

I recently posted some data on the Group having to do with Quarterly Revenue, Net Income and percent of net income divided by revenue. Your comment about LLTC prompted me to look at the data. I had compiled it, but not posted it. Here goes - first, Quarterly Revenue for the SOX. REVENUE BY QUARTER IN MILLIONS TOTAL LATEST 2ND QTR 3RD QTR 4TH QTR 5TH QTR 5 QTR SYMBOL QTR BACK BACK BACK BACK REV ALTR 179 172 163 174 215 903 AMAT* 1460 1157 1001 1265 1576 6459 AMD 600 902 952 766 985 4205 BRCM 258 239 227 214 211 1149 INTC 6319 6781 6983 6545 6334 32962 KLAC* 373 357 404 503 603 2240 LLTC 141 130 121 120 200 712 LSCC 57 59 52 58 74 300 LSI 438 413 406 397 465 2119 MOT 6741 6021 7429 7406 7486 35083 MU 771 646 424 480 818 3139 MXIM 280 259 247 239 318 1343 NSM 420 370 367 339 401 1897 NVLS* 222 170 200 304 377 1273 TER* 310 248 220 249 366 1393 TXN 2162 1827 1787 1849 2037 9662 XLNX 290 274 228 225 289 1306 TOTALS 21021 20025 21211 21133 22755 106145 * Component of 17 stock SOX-X Index