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

To: Proud_Infidel who wrote (16938)	12/22/2005 10:26:21 AM
From: matt dillabough	Read Replies (2) \| Respond to of 25522

JP Morgan on Semi Equipment: sector historically rallies from Dec-Jan 31; likes LRCX, VSEA JP Morgan notes that historically, the Semi Index (SOX) has bottomed in mid-December and rallied strongly through January. The average SOX return from Dec-Jan has been +16% in the past 11 years, with three relatively mild down periods of -2% to -5%. The firm highlights Lam (LRCX 34.89) and Varian Semi (VSEA 42.83) as its two top picks in advance of the seasonally strong period. Both exhibit share gain momentum, high leverage to flash, and top tier business models. From the Dec-Jan 31 over the past 11 years, Lam and Varian have risen an average of 32% and 40%, respectively.

To: Proud_Infidel who wrote (16938)	12/22/2005 3:18:35 PM
From: Kirk ©	Read Replies (1) \| Respond to of 25522

OT GOOG Look at the insider roster and insider sales finance.yahoo.com It looks like the founders sold all but a token number of their shares? MAJOR DIRECT HOLDERS (FORMS 3 & 4) Holder Shares Reported REYES, GEORGE 166,667 19-Dec-05 BRIN, SERGEY 179,062 7-Dec-05 ROSENBERG, JONATHAN J. 128,333 19-Dec-05 Maybe that only shows shares that are unrestricted that they can sell and they hold millions more that they are not allowed to sell, yet. That would be my guess.