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

To: Donald Wennerstrom who wrote (39786)	8/2/2008 1:58:40 PM
From: robert b furman	Read Replies (1) \| Respond to of 95622

Hi Don, Well this poor forward guidance once again gives us an unbelievable opportunity to buy bargain basement value prices. My favorite super tramp prices are : Intt selling at cash per share and Aehr - selling at book value. I really like Aehr in here. One last bigger picture item shows the Naz healing up on the net new highs/lows. stockcharts.com We seemed perched for a positive breakout and it is encouraging that we're not getting rolled over by an engulfing black candle but hopefully showing some bouyency with two Doji's the last of which may be a gravestone Doji : candlesticker.com This will require confirmation on monday. On another note, next week is the week before option expiration - which usually means more volatility. This market continues to look more and more like October 1998. News was bleak, most companies had poor and lower guidance and then when earnings came in,they were weak but backlog and orders had turned. I think the whole world is waiting for the few top chip makers to pop for their 32nm lines/fabs. Bob