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

To: Donald Wennerstrom who wrote (29289)	3/11/2006 10:59:34 PM
From: Return to Sender	Respond to of 95765

Excellent work Don. What a huge difference between the way the SOX and SMH have been trading. I think it has to be seen as a negative that the SOX and SMH did not trade more closely together when they moved higher. I see it as a negative divergence because there is poorer overall participation. More and more former leaders are falling. Don't let anyone tell you that this sector is immune to cyclical trading. Yes most companies have plenty of cash on hand to weather any cyclical downturn but how does that help an investor if institutional buyers become sellers. Thanks for your tables too. And I apologize for the last post which had very little to do with the semiconductor industry. I was just astounded at the numbers associated with the median US family. RtS

To: Donald Wennerstrom who wrote (29289)	3/12/2006 7:04:32 AM
From: rlev	Read Replies (1) \| Respond to of 95765

Donald: >Now you might ask - what does all the above have to do with anything - and the answer probably is - nothing!:) INTC over the years has played the MHz game. Trading good design for marketing numbers. It worked till they hit the wall in heat. This, the Itanium failure, and AMD's great execution of late has justified Intels drop IMHO. Take this stock (bad data point) out of the sox and smh and you will get a much better picture of how semi's are really doing. -- Rich