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

To: Donald Wennerstrom who wrote (36076)	10/1/2007 5:45:57 PM
From: Donald Wennerstrom	Respond to of 95587

Here is the SOX performance over the past 9 months. - 12/29/06 9/28/07 FST CALL NEXT FST CALL - CLOSE CLOSE PERCENT NXT YR YEAR LNG TRM SYMBOL PRICE PRICE CHANGE EARN PE GROWTH PEG SNDK 43.03 55.10 28 2.51 22 18 1.23 INTC 20.25 25.86 28 1.40 18 18 1.04 TXN 28.80 36.59 27 2.14 17 19 0.91 IFX 14.03 17.18 22 0.35 49 8 6.14 ALTR 19.68 24.08 22 1.12 22 19 1.12 NSM 22.70 27.12 19 1.56 17 12 1.46 LLTC 30.32 34.99 15 1.94 18 17 1.08 BRCM 32.31 36.44 13 1.39 26 22 1.17 AMAT 18.45 20.70 12 1.27 16 16 1.02 KLAC 49.75 55.78 12 3.63 15 17 0.88 XLNX 23.81 26.14 10 1.48 18 16 1.07 MXIM 30.62 29.35 -4 1.41 21 18 1.17 TSM 10.93 10.12 -7 0.77 13 25 0.53 TER 14.96 13.80 -8 0.89 16 17 0.92 STM 18.40 16.75 -9 0.97 17 15 1.15 MRVL 19.19 16.37 -15 0.72 23 25 0.91 MU 13.96 11.10 -20 0.03 370 15 24.12 NVLS 34.42 27.26 -21 1.67 16 18 0.91 AMD 20.35 13.20 -35 -0.71 15 TOTAL 465.96 497.93 7 24.54 20 SOX-X 467.92 500.09 7 COMPQX2415.29 2701.50 12 SMH 33.65 38.30 14 DJ-30 12463 13895 11 S&P-5 1418.30 1526.75 8

To: Donald Wennerstrom who wrote (36076)	10/1/2007 5:53:04 PM
From: The Ox	Respond to of 95587

Thanks for the tables, Don! The larger caps in the group have clearly outperformed the smaller caps this year. Not surprising with the current environment for the SCE sector. I think CYMI is one of the most attractive going forward, as the fundamentals are solid and they are simply digesting a huge revenue ramp over the past couple of years. They seem to grow in spurts, take a breather to digest their growth and then start up again. 04/05 was roughly flat and then a 30% plus year in 06. This year will be roughly flat with 06 and then they will probably have another large ramp in 08. I came close to adding them today....fwiw.