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

To: Donald Wennerstrom who wrote (35439)	7/21/2007 12:59:45 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95596

Here is the weekly update for the SOX. The SOX was up 1 percent while the SMH was down 1 percent. This divergence between the two is fairly rare, but is due to the very strong performance of the semi-equip makers, KLAC, NVLS, and AMAT, while 2 of the big drivers for the SMH, TXN and INTC, were down 2 and 5 percent respectively. - 7/13/07 7/20/07 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG KLAC 56.15 61.91 10 3.18 19 18 1.08 NVLS 29.16 31.54 8 1.71 18 18 1.03 BRCM 32.40 34.44 6 1.45 24 23 1.02 MRVL 18.58 19.64 6 0.76 26 23 1.10 AMAT 20.48 21.46 5 1.30 17 17 0.99 SNDK 54.76 56.96 4 2.15 26 20 1.36 ALTR 24.37 24.73 1 1.11 22 19 1.16 AMD 15.43 15.50 0 -0.88 16 MXIM 34.96 34.61 -1 1.40 25 19 1.30 LLTC 37.71 37.20 -1 1.68 22 17 1.28 TXN 38.70 38.01 -2 2.13 18 19 0.94 MU 13.74 13.41 -2 0.03 447 15 30.28 TER 17.88 17.44 -2 0.91 19 14 1.33 STM 19.94 19.36 -3 1.01 19 16 1.20 XLNX 28.10 27.26 -3 1.52 18 17 1.07 IFX 18.58 17.90 -4 0.44 41 8 5.09 NSM 29.03 27.73 -4 1.55 18 13 1.36 INTC 25.97 24.55 -5 1.37 18 18 1.01 TSM 11.66 10.90 -7 0.77 14 25 0.57 TOTALS 527.60 534.55 1 23.59 23 SOX-X 529.89 536.87 1 COMPQX2707.00 2687.60 -1 SMH 40.19 39.88 -1 DJ-30 13907 13851 0 S&P-5 1552.50 1534.10 -1