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

To: Donald Wennerstrom who wrote (39707)	7/28/2008 8:20:56 PM
From: robert b furman	Read Replies (1) \| Respond to of 95622

Hi Don, Thanks for your persistent continual and unfortunately negative posts.<smile> Still wondering if this is not "deja Vu" 1998. Just as a slowdown seems to post the worst future look - read that Credit crisis vs Asian Contagion,then suddenly after Capex has "reasonably been deferred - the entire globe wakes up wanting more efficient ways in the face of increasing commodity demand and pricing issues. This seems to be a good set up and no one sees the reversal - its always darkest before dawn. Some beat: Intel ,Veeco today and some miss: Sandisk.It is a set up where all that needs to be said is Book to Bill is over parity and pricing has reversed. It is a quick change that requires intuitive vision or in my case,the best I can hope for is "good luck". HEHE Seems like it has been a long time and I'm not giving up - but it sure would be nice for a change. P.S. Not a big Cramer fan here - but I sure did buy into his calll to the SEC to enforce the naked short rule mfor ALL STOCKS -not just 19 financials. UNBELIEVABLE THAT THERE ARROGANCE SPANS OVER IGNORANCE OF PAST LAWS. For anyone who has ever sold short - it is a huge source of liquidity. Bob

To: Donald Wennerstrom who wrote (39707)	7/28/2008 9:21:49 PM
From: Gottfried	Read Replies (1) \| Respond to of 95622

"sell in May" woulda worked for SOX this year

To: Donald Wennerstrom who wrote (39707)	7/29/2008 11:47:56 AM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95622

SanDisk 9:50 AM ET 7/29/08 \| Briefing.com Target $20.5 to $11. Caris & Company downgrades SNDK to Below Average from Above Average and lowers their tgt to $11 from $20.50 following recent round of industry channel checks, worsening macroeconomic outlook, and Samsung's announcement that it will not reduce its CapEx and bit growth plans for NAND in 2008E. They now believe that the over-supply of NAND will not trough in Q3 but continue through 2H08E resulting in greater than previously expected inventory write downs and lower product gross margin and revenue for SNDK.