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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (10367)	6/14/2004 9:18:15 AM
From: Berk	Read Replies (1) \| Respond to of 25522

FYI BOSTON, Jun 14, 2004 (BUSINESS WIRE) -- The pmcw Report recently published a comprehensive report on the state of technology company inventory levels. The pmcw Report ( pmcwreport.net ) is a financial newsletter focused on technology and semiconductors companies. It is published by Paul McWilliams, a 20+ year industry veteran and ranked by SmartMoney as one of the thirty most influential people in investing. Started in September 2002, the pmcw Report's model equity portfolio has returned a staggering 270%, well outdistancing the Nasdaq's 53% gain over the same period. In his in-depth report, McWilliams analyzed twenty-one quarters of data from nearly fifty technology companies whose sales totaled $91 billion. His analysis included twenty-five semiconductor manufacturers including Broadcom (BRCM), Analog Devices (ADI), Xilinx (XLNX) and Advanced Micro Devices (AMD) . McWilliams challenges recent pundits who have claimed that there is an inventory glut, saying "there is no rational way to suggest the current Inventory to Sales ratio in the broad tech industry is a leading indication the current up-cycle is about to come to an end let alone reverse." In his analysis McWilliams also reveals the secrets of a proprietary leading indicator related to the Inventory to Sales ratio. McWilliams illustrates how following this indicator since 1999 would have returned 249% versus a 21% loss for the Nasdaq over the same timeframe. To read his entire report and learn more about his Inventory to Sales predictive indicator, technology investors can sign up for a free thirty-day trial to his service by clicking: pmcwreport.net About the pmcw Report The pmcw Report is a newsletter managed by technology veteran Paul McWilliams and RagingBull.com founder Rusty Szurek. Members enjoy daily postings and a model portfolio. To learn more please visit: pmcwreport.net