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

To: sixty2nds who wrote (28158)	1/23/2006 11:15:00 PM
From: sixty2nds	Read Replies (1) \| Respond to of 95617

12:45 VSEA Varian Semi receives follow-on orders from major Taiwanese foundry for its VIISta single wafer high current ion implanters (47.93 -0.22) Co announces it has received multiple follow-on orders for its VIISta HC single wafer high current ion implanter from a major foundry in Taiwan. The tools are expected to ship to production fabs in this quarter.

To: sixty2nds who wrote (28158)	1/24/2006 7:22:02 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 95617

>> A very different pattern immediately after the gap than INTC. sixty, The price/volume pattern of INTC is very similar to that of STX after its major inst. holder was over-taken by a bout of melancholy. Fidelity, which had owned 66 m shares of stx, sold 26 m shares, causing its 30% drop in Q3. Of course since then, the stock price doubled once the genius at fidelity stopped selling. Similarly, INTC is cursed with a few very large holders. Like 300m shares and 250 m shares. I think a similar cloud has settled one fund manager's brain. When it lifts (or the seller runs out of shares), INTC price will recover. The surest sign of recovery-in-process will be when buyers of the mini-gap-up's at the open, are rewarded by a higher price at the close. Until then, we cannot be sure that the not-so-genius seller has run out of shares. Sarmad