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

To: Donald Wennerstrom who wrote (28634)	2/16/2006 1:02:30 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95645

Don, I expect the decline to continue post DELL. All the economic news is good. The earnings news as well. Expectations are rising but it's the old buy the rumor sell the news. Soon the news will be a little too far away. And we have more rate hikes coming. RtS

To: Donald Wennerstrom who wrote (28634)	2/16/2006 2:10:31 PM
From: etchmeister	Respond to of 95645

It's kind of "old" news - looking back a month ago @ LRCX earnings call. Otherwise kind of "deja vu" one waits and waits and suddenly there it is (the upturn) and it's gone in the next minute. Oh well; LRCX came within striking distance of all time high which if I recall correctly was $156 prior to 3:1 split Q - James Covello Good afternoon thanks so much congratulations on terrific results and guidance this is about the most bullish I’ve ever heard a semi equipment company on one of the calls, couple of quick questions for the NAND investments for 2006, I hear you say the — you thought would be up 100% year-over-year in CapEx.

To: Donald Wennerstrom who wrote (28634)	2/16/2006 2:12:26 PM
From: Sarmad Y. Hermiz	Read Replies (3) \| Respond to of 95645

>> Well, there is nothing like good news to inspire "selling". Don, For really spectacular and relentless selling, no stock comes close to intel for the past month. Heaviest daily volume of any stock in market history. Over 10 or 20 million shares PER HOUR day after day. With very little price movement. When this seller gives up, the stock will shoot up. But no telling when that will happen. It does look like it has bottomed. Though today's Dell report will be very informative regarding whether Intel's inventory problems (excess processors) and chipset shortages are continuing or not. Sarmad