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

To: Donald Wennerstrom who wrote (29043)	3/3/2006 9:53:31 PM
From: auriculatus	Respond to of 95761

I guess it is time to switch from NVLS to the Sox. If you leave COHU (which warned) out, NVLS is the worst performer of the group at -4% for the last six weeks. How much in bookings does the street want to see out of them to get the valuation up? Maybe 700 million a quarter? Logic does not apply in this market. At one fifth of the bookings the stock was trading not even 25% lower than today! If they could just get their margin problems under control. Glad to have taken the premium on the Mar 27.5, hoping to do the same for April. Have a good weekend guys!

To: Donald Wennerstrom who wrote (29043)	3/4/2006 1:18:21 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95761

This is a breakout of last weeks action for the Group and the SOX. Wednesday was an extremely strong day where all 23 stocks in the Group were up - it made the week so to speak. The Group, SOX and NASDAQ changed 0.9, 2.5, and 0.7 percent for the week. - 2/27 2/28 3/1 3/2 3/3 - PCT PCT PCT PCT PCT SUM - PRC PRC PRC PRC PRC PCT SYMBOL CHG CHG CHG CHG CHG CHG EGLS 0 1 0 6 -1 6.6 WFR 2 -1 3 1 -2 3.7 SMTL 5 0 1 -3 1 3.4 UTEK 0 -3 3 2 1 3.2 BRKS 0 3 3 -1 -2 3.1 ASYT -1 -1 7 0 -1 3.0 CMOS -1 1 4 -1 0 2.7 ASML 0 0 4 0 0 2.7 LTXX 0 -1 4 1 -2 2.6 KLAC 0 1 4 0 -2 1.8 ATMI 0 0 5 -1 -2 1.5 CYMI 0 1 4 -2 -2 1.1 KLIC -1 -2 5 1 -2 0.7 NVLS 0 1 4 -1 -4 0.3 TER 0 -1 5 -2 -2 0.2 LRCX -3 2 4 1 -3 0.2 COHU 0 -2 3 -1 -1 -0.2 PLAB 0 -1 3 0 -2 -0.3 VECO -1 -1 2 0 -1 -0.4 AMAT -2 0 3 1 -2 -0.9 PHTN 0 -2 1 -1 -1 -2.9 MTSN -4 1 1 -2 -2 -6.2 FSII 1 0 1 -3 -5 -6.4 TOTAL 0 0 3 0 -2 0.9 SOX-X 1 -1 4 0 -2 2.5 COMPQX 1 -1 1 0 0 0.7 The SOX had a strong week, particularly on Wednesday when it was up 4 percent. The day was led by TXN with an 8 percent gain. By weeks end, 4 stocks, TXN, NSM, BRCM, and ALTR were up very strongly at 8.8, 7.7, 6.6, and 5.9 percent respectively to lead the SOX performance. - 2/27 2/28 3/1 3/2 3/3 - PCT PCT PCT PCT PCT SUM - PRC PRC PRC PRC PRC PCT SYMBOL CHG CHG CHG CHG CHG CHG TXN 0 1 8 1 0 8.8 NSM 3 0 5 1 -1 7.7 BRCM 1 -2 7 1 0 6.6 ALTR 0 1 6 0 -2 5.9 FSL.B 2 0 4 -1 -1 3.4 XLNX 1 0 3 -1 0 3.1 STM 0 -1 4 1 -1 2.9 MRVL 0 -2 6 0 -1 2.7 IFX 0 -1 6 -1 0 2.6 KLAC 0 1 4 0 -2 1.8 MXIM 1 -1 2 1 -2 1.3 LLTC 1 0 3 0 -2 0.8 NVLS 0 1 4 -1 -4 0.3 TER 0 -1 5 -2 -2 0.2 MU -1 -1 3 -1 0 0.1 INTC 1 0 1 -1 -1 -0.3 AMAT -2 0 3 1 -2 -0.9 TSM 1 -3 3 -1 -2 -0.9 AMD 0 -5 4 3 -4 -2.5 TOTAL 1 -1 4 0 -2 2.5 SOX-X 1 -1 4 0 -2 2.5 COMPQX 1 -1 1 0 0 0.7