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

To: Donald Wennerstrom who wrote (31547)	7/18/2006 1:59:35 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95652

Micron Scores #1 Spot for Technological Strength in Patents; Company Earns Recognition by ipIQ for Sixth Consecutive Year Jul 18, 2006 12:00:05 (ET) BOISE, Idaho, Jul 18, 2006 (BUSINESS WIRE) -- Many of the world's favorite electronic gadgets used today, including digital cameras and music players, are powered by the research and development efforts of pioneering engineers and scientists at the world's leading semiconductor companies. ipIQ, an independent technology analysis firm, recently ranked Micron Technology, Inc. (MU, Trade ), number one in the semiconductor industry in its 2006 Patent Scorecard, an annual industry-by-industry qualitative analysis measuring corporate innovation. Micron is the leading provider of CMOS image sensors and advanced memory products. "Earning the number one spot on the ipIQ scorecard is a testament to Micron's commitment to a culture that thrives on innovative thinking," said Mark Durcan, Micron Chief Operating Officer. "Micron values the importance of maintaining a workplace environment that welcomes new ideas and allows employees to take risks that lead to innovation." Micron has annually ranked among the top companies worldwide securing patents, as well as generating premium quality patents. In total, Micron has secured more than 15,500 issued patents from the U.S. Patent and Trademark Office and other international patent offices. In 2005, the company maintained its position in the top 10 for the sixth consecutive year for annual issuances by receiving 1,561 U.S. issued patents. Furthermore, Micron obtains more issued patents per employee than any other company. According to ipIQ, patent-based IP continues to be a driving force in determining not only corporate, but also regional and national economic success. The ipIQ Patent Scorecard tracks the United States patent portfolios of more than 2,500 of the world's top technology firms, and the largest of the 15 industries it tracks is semiconductors with an average of more than 20,000 patents per year. To identify each industry patent leader, ipIQ uses what it calls patent-quality indicators to analyze patent quality, technical power and breadth of impact for the year ending December 31, 2005. For more information about the ipIQ 2006 Patent Scorecard, visit www.ipIQ.com . Micron Technology, Inc., is one of the world's leading providers of advanced semiconductor solutions. Through its worldwide operations, Micron manufactures and markets DRAMs, NAND flash memory, CMOS image sensors, other semiconductor components, and memory modules for use in leading-edge computing, consumer, networking, and mobile products. Micron's common stock is traded on the New York Stock Exchange (NYSE) under the MU symbol. To learn more about Micron Technology, Inc., visit www.micron.com .

To: Donald Wennerstrom who wrote (31547)	7/18/2006 3:10:03 PM
From: The Ox	Read Replies (1) \| Respond to of 95652

>>>>I would only add one thing to your statement, <<So that while we have improving fundies in 2006, the sentiment for the semi sector continues to get worse.>> We have improving fundies for the semi sector as well -<<<< Due to my poorly worded sentence, I'm not surprised you took it to mean the over all market fundies. I was actually referencing the improving semi fundies, not the market's. Very soon the market will wake up to the improving fundies which underscore the falling prices in the semi industry. It may take another quarter or 2, which could mean that the prices will be so very low that we will get RtS's "shooting fish in a barrel" scenario where you can buy just about any stock and see substantial appreciation going forward. I'm seeing many companies already well below "fair value" but I expect them to continue dropping due to the fear factor that is sweeping the stock market.