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


To: sixty2nds who wrote (27486)12/16/2005 7:00:57 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95730
 
Here is the weekly update for the Group. The Group, SOX and NASDAQ changed by -3, 0, and 0 percent respectively. Only AMAT had a positive finish for the week with a "big" 1 percent gain. As far as the SOX and NASDAQ were concerned this week, it was like watching "paint dry". The SOX and NASDAQ changed about 2 points and 4 points respectively over the 5 days.

- 12/9/05 12/16/05 FST CALL NEXT FST CALL
- CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM
SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG
AMAT* 18.80 18.96 1 0.86 22 15 1.47
MTSN 9.56 9.60 0 0.51 19 15 1.25
CMOS 6.76 6.75 0 0.62 11 13 0.87
ASML 19.75 19.70 0 0.98 20 15 1.34
CYMI 38.62 38.45 0 1.59 24 18 1.38
PLAB 15.98 15.90 -1 1.15 14 15 0.92
LRCX 36.30 36.03 -1 1.92 19 15 1.25
LTXX 4.76 4.70 -1 0.34 14 15 0.92
SMTL 10.39 10.25 -1 0.93 11 15 0.73
NVLS* 24.99 24.61 -2 1.01 24 15 1.62
ASYT 6.30 6.16 -2 0.29 21 10 2.12
KLAC* 52.26 50.67 -3 2.39 21 19 1.12
BRKS 13.26 12.83 -3 0.90 14 15 0.95
FSII 4.41 4.26 -3 0.36 12 15 0.79
TER* 15.34 14.78 -4 0.79 19 16 1.19
KLIC 8.82 8.48 -4 0.35 24 10 2.42
WFR 23.35 22.43 -4 1.41 16 15 1.06
VECO 18.57 17.73 -5 0.92 19 15 1.28
EGLS 3.24 3.09 -5 0.01 309 22 14.05
PHTN 19.12 18.23 -5 0.87 21 20 1.05
UTEK 17.09 16.17 -5 0.46 35 20 1.76
COHU 25.57 23.85 -7 1.62 15 15 0.98
ATMI 29.31 27.17 -7 1.22 22 18 1.27
TOTALS 422.55 410.80 -3 21.50 19
SOX-X 497.21 495.29 0
COMPQX2256.73 2252.48 0
* STOCKS INCLUDED IN SOX INDEX



To: sixty2nds who wrote (27486)12/16/2005 11:38:10 PM
From: etchmeister  Read Replies (1) | Respond to of 95730
 
Citigroup cited the two companies' exposure to the video game console industry, saying they could be hurt by a possible inventory adjustment due to indications of double-ordering in the chip supply chain for the game consoles.

Smells a little bit fishy - in particular "volunteering" this kind of in depth knowledge.
So they specifcally recognized double ordering in the chip supply chain for game console - that's very in depth knowledge.
Why share it ?