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

To: Return to Sender who wrote (31428)	7/12/2006 6:55:50 PM
From: Donald Wennerstrom	Respond to of 95637

Here is the update for the week through Wednesday. What the "market" gave us yesterday, it took it away today(and then some). - GROUP - 7/10 7/11 7/12 7/13 7/14 - PCT PCT PCT PCT PCT SUM - PRC PRC PRC PRC PRC PCT SYMBOL CHG CHG CHG CHG CHG CHG KLAC -2 8 -4 1.8 PLAB -1 4 -2 0.9 BRKS -1 1 1 0.8 MTSN -3 5 -2 0.0 ASML 0 2 -3 -1.1 COHU 0 3 -4 -1.4 NVLS -2 3 -2 -1.5 ATMI -3 0 0 -2.5 AMAT -2 2 -3 -2.5 LTXX -4 5 -4 -2.6 SMTL 2 -1 -4 -2.8 VECO -1 0 -2 -3.1 PHTN -3 1 -2 -3.4 CYMI -2 3 -5 -3.5 ASYT -5 9 -6 -3.5 LRCX -5 5 -4 -4.2 FSII -7 3 -1 -4.2 UTEK -3 4 -6 -4.5 CMOS -2 -1 -3 -5.6 TER -4 3 -5 -5.7 KLIC -4 2 -5 -7.1 EGLS -2 -6 -1 -8.8 WFR -6 -1 -2 -9.4 TOTAL -3 3 -3 -3.0 SOX-X -2 3 -3 -1.7 COMPQX -1 1 -2 -1.9 - SOX - 7/10 7/11 7/12 7/13 7/14 - PCT PCT PCT PCT PCT SUM - PRC PRC PRC PRC PRC PCT SYMBOL CHG CHG CHG CHG CHG CHG KLAC -2 8 -4 1.8 TSM 1 1 -1 1.3 TXN -1 2 -1 0.1 MU -2 4 -2 -0.3 NSM -3 6 -3 -0.5 BRCM -1 4 -3 -1.2 XLNX -2 3 -2 -1.3 NVLS -2 3 -2 -1.5 IFX 1 0 -2 -1.8 FSL.B 1 1 -3 -1.8 MXIM -2 0 0 -2.2 AMAT -2 2 -3 -2.5 ALTR -2 3 -4 -2.6 LLTC -2 2 -3 -2.9 MRVL -6 4 -1 -3.0 AMD -4 2 -1 -3.1 INTC -2 3 -4 -3.7 STM -1 0 -3 -4.0 TER -4 3 -5 -5.7 TOTAL -2 3 -3 -1.7 SOX-X -2 3 -3 -1.7 COMPQX -1 1 -2 -1.9

To: Return to Sender who wrote (31428)	7/12/2006 7:56:17 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95637

We may not have long to wait - the market is acting more irrational every day. <<Bring on the downgrades, the lowering of outlooks, the lack of visibility and total capitulation.>> bpNDX is still going down as just reported by Gottfried. Message 22617987