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

To: sixty2nds who wrote (32557)	9/12/2006 2:44:25 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95396

A tidbit from Briefing.com on stocks versus interest-bearing alternatives. <<13:30 ET Dow +60.11, Nasdaq +19.71, S&P +7.08 [BRIEFING.COM] More of the same for stocks as bargain hunters continue to believe Nasdaq-listed issues offer the best value at current levels. To wit, networking (+2.7%) and semiconductors (+1.9%), two of the tech sector’s most beaten-down areas this year, are among today’s best performers, as simple valuation models suggest that stocks as a whole are as much as 30% undervalued relative to interest-bearing alternatives.

To: sixty2nds who wrote (32557)	9/12/2006 4:02:11 PM
From: Kirk ©	Read Replies (1) \| Respond to of 95396

"Tracy said. S.E.M.I. predicts spending on new chip equipment in 2007 will be flat compared to this year." Actually they expect 0.7% growth... but lets not quibble. LRCX is supposed to continue to take market share and it earned 96 cents last Q. They should easily make $4 a share in 2007 and more in 2008 and 2009 when SEMI predicts the market will grow again. To sell under $50... much less under $40... was and is a gift.