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

To: Donald Wennerstrom who wrote (23021)	4/28/2005 3:41:18 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95738

I should have added, AMAT has recently been trading at prices not seen since May 2003. NVLS is trading at lows not seen since Sep 03.

To: Donald Wennerstrom who wrote (23021)	4/28/2005 4:36:12 PM
From: BWAC	Read Replies (1) \| Respond to of 95738

KLAC "Cash, cash equivalents and marketable securities increased by $183 million to $2.11 billion compared to the end of the prior quarter, while the balance sheet remained free of long-term debt." What a pos. sell at $7.87 billion valuation. Not worth $5.7 Billion net.

To: Donald Wennerstrom who wrote (23021)	4/28/2005 5:40:12 PM
From: Gottfried	Read Replies (1) \| Respond to of 95738

Don, right. KLAC a bit above $38 now. >>SAN FRANCISCO (MarketWatch) -- Chip-equipment maker KLA-Tencor Corp. is projecting earnings for its June ending quarter that are lower than Wall Street's current expectations. In a conference call late Thursday, KLA-Tencor estimated earnings of 46 cents to 48 cents a share. Sales are seen in the range of $480 million to $500 million. The current consensus of analysts polled by Thomson First Call is for earnings of 53 cents a share on revenue of $514 million.<< biz.yahoo.com