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

To: Gottfried who wrote (29397)	3/16/2006 2:02:38 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95632

Chip industry indicator slumps Thursday March 16, 12:38 pm ET biz.yahoo.com Bookings in the chip equipment industry fell 15 percent in February, compared with January. The measure is considered an indicator of the overall health of the semiconductor industry. The Portland-area is home to chip equipment companies, such as Electro Scientific Industries Inc. (NASDAQ: ESIO - News) and FEI Co. (NASDAQ: FEIC - News), and many semiconductor makers, such as Intel Corp. (NASDAQ: INTC - News). The chip equipment bookings, tabulated by Santa Clara, Calif.-based research firm VLSI Research Inc., are valuable because chip makers purchase more equipment when production is epexted to increase. According to the research firm, the book-to-bill ratio in February was a "healthy" 1.24, that means $1.24 in orders were received for every $1 billed in sales that month. VLSI attributed the early 2006 upswing in orders to flat capital spending by chip makers in 2005. An improved economic picture has those companies scrambling to purchase equipment. Published March 16, 2006 by The Business Journal

To: Gottfried who wrote (29397)	3/16/2006 2:19:14 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95632

Gottfried, RtS, Kirk, I have seen a lot of "funny" market behavior over the last many years, but today's behavior is truly bizarre. AMAT, KLAC, LRCX, to name a few are down over 2 percent. VSEA, TER, are both down over 4 percent. The stock that caused it all is KLIC, now down over 16 PERCENT. And all because SK chose some words that indicated a "slowdown", in his conference call, that wasn't really a slowdown, but a return to "normal" because the Jan/Feb period was so strong. In the meantime, the market is completely ignoring the worldwide February BtB for semi-equips rising to 1.24. Equipment Bookings rose to 4.67B, a 42 percent year over year growth. Message 22265031 I wonder what would happen if we had some bad news reported? In the meantime, as I write this note, KLIC is heading down towards the -17 percent area. Don P.S. KLIC has hit the -17 percent number and continuing downward.