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

To: Gottfried who wrote (31854)	8/2/2006 11:15:17 AM
From: Donald Wennerstrom	Read Replies (3) \| Respond to of 95536

Gottfried, thanks for bringing up this last upcycle. As far as we know at this point, we are still on the frontside of this upcycle when looking at Bookings and have not reached the peak. We will get another data point in a couple of weeks to see what the July numbers are. - BOOK - MTH (M) 2005 SEP 984 OCT 1094 NOV 1093 DEC 1143 2006 JAN 1226 FEB 1293 MAR 1385 APR 1604 MAY 1619 JUN 1746 This latest Bookings upcycle began in Sep 05. Jun 06 Bookings were 77 percent higher than the Sep 05 Bookings. You point out that it hasn't done much for AMAT. Let's look at the Group to see how all of the stocks have done since that time. - 9/16/05 7/28/06 - CLOSE CLOSE PERCENT SYMBOL PRICE PRICE CHANGE WFR 19.88 29.96 51 FSII 4.08 5.71 40 VECO 16.45 22.25 35 ASYT 5.18 6.99 35 LRCX 30.64 41.08 34 LTXX 4.08 5.44 33 ASML 17.20 19.75 15 CYMI 33.53 38.33 14 SMTL 8.22 8.63 5 NVLS 25.64 25.41 -1 UTEK 15.30 15.05 -2 MTSN 8.00 7.76 -3 KLIC 7.83 7.28 -7 AMAT 17.92 15.59 -13 ATMI 31.35 26.76 -15 KLAC 50.32 42.36 -16 BRKS 13.76 11.22 -18 EGLS 3.34 2.72 -19 TER 16.28 13.17 -19 PLAB 21.21 14.29 -33 COHU 24.89 15.00 -40 PHTN 19.50 10.35 -47 CMOS 8.51 2.92 -66 TOTAL 403.11 388.02 -4 SOX-X 474.77 412.21 -13 COMPQX2160.35 2094.14 -3 Overall performance has been pathetic. The Group, SOX, and NASDAQ are down -4, -13, and -3 percent respectively. KLAC has performed even worse than AMAT over this period. Don