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

To: Gottfried who wrote (27605)	12/21/2005 8:23:12 PM
From: etchmeister	Read Replies (1) \| Respond to of 95617

Samsung is the second largest IC maker but it's not traded in US. Therefore it's "useless" to Wallstreet; when was the last time CSFB, Goldman, BofA downgraded/upgraded Samsung? CSFB option play perhaps sending a (final) chill; remember you need below 32 degree cold spell to shake off those leaves

To: Gottfried who wrote (27605)	12/21/2005 8:30:46 PM
From: Kirk ©	Read Replies (1) \| Respond to of 95617

RE: "etch, Samsung makes AMAT and INTC look sick finance.yahoo.com; Samsung is the largest holding in my New Asia Mutual Fund finance.yahoo.com It is actually listed twice there... weird! That fund is up 25.2% YTD... OP 10 HOLDINGS ( 22.64% OF TOTAL ASSETS) Company Symbol % Assets YTD Return % Samsung Electronics N/A 5.83 N/A Financial Tech Preferential Preferential N/A 2.53 N/A Hutchison Whampoa Ltd N/A 2.16 N/A Samsung Electnc N/A 2.15 N/A DBS Grp Hldgs Ltd N/A 1.96 N/A Kookmin Bank N/A 1.76 N/A Hyundai Motor N/A 1.75 N/A Cheung Kong (hldgs) Ltd N/A 1.61 N/A PetroChina N/A 1.51 N/A Infosys Technologies Ltd N/A 1.38 N/A QUITY HOLDINGS Averages PRASX Category Avg Price/Earnings 13.90 13.60 Price/Book 1.49 2.26 Price/Sales 0.74 1.43 Price/Cashflow 5.79 8.40 Median Market Cap 3.83B 6.62B 3 Year Earnings Growth 22.85% 28.18%