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

To: Return to Sender who wrote (39796)	8/4/2008 8:03:16 PM
From: Gottfried	Respond to of 96009

bpNDX fell one to 35% [VRTX] Jul22 Jul23 Jul24 Jul25 Jul28 Jul29 Jul30 Jul31 Aug01 Aug04 ADBE ADBE ADBE ADBE ADBE ADSK ADSK ADSK ADSK ADSK ALTR ALTR ALTR ALTR ADBE ADBE ALTR ADBE AMGN AMGN AMGN AMGN ADSK ADSK AMGN ADSK AMZN AMZN AMZN AMZN ALTR ALTR ADBE APOL ALTR APOL APOL APOL APOL AMGN AMGN ADSK ADBE ATVID AMGN ATVID ATVID ATVID ATVID AMZN AMZN ALTR ADSK BIIB APOL BIDU BIDU BIDU BIDU APOL APOL AMGN ALTR CELG ATVID BIIB BIIB BIIB BIIB ATVID ATVID AMZN AMGN CEPH BIIB CELG CELG CELG CELG BIDU BIDU APOL AMZN CHKP CELG CEPH CEPH CEPH CEPH BIIB BIIB ATVID APOL CHRW CEPH CHKP CHKP CHKP CHKP CELG CELG BIDU ATVID COST CHKP DELL DELL DELL DELL CEPH CEPH CELG BIDU DELL DELL DISH DISH DISH DISH CHKP CHKP CEPH CELG DISH DISH DTV DTV DTV DTV DELL DELL CHKP CEPH DTV DTV ESRX ESRX ESRX ESRX DISH DISH DELL CHKP ESRX ESRX FAST FAST FAST FAST DTV DTV DISH DELL EXPD FAST GENZ GENZ GENZ GENZ ESRX ESRX DTV DISH FAST GENZ GRMN GRMN GRMN GRMN FAST FAST ESRX DTV GENZ GRMN ISRG ISRG ISRG ISRG GENZ GENZ FAST ESRX GRMN ISRG LAMR LAMR LAMR LAMR ISRG ISRG GENZ FAST ISRG LAMR LEAP LEAP LEAP LEAP LAMR LAMR ISRG GENZ LEAP LEAP LOGI LOGI LOGI LOGI LEAP LEAP LAMR ISRG LOGI LOGI LVLT LVLT LVLT LVLT LOGI LOGI LEAP LAMR LVLT LVLT MCHP MCHP MCHP MCHP LVLT LVLT LOGI LEAP MCHP MCHP NIHD NIHD NIHD NIHD MCHP MCHP LVLT LOGI NIHD NIHD NTAP NTAP NTAP NTAP NIHD NIHD MCHP LVLT NTAP NTAP PAYX PAYX PAYX PAYX NTAP NTAP NIHD MCHP PAYX PAYX QCOM QCOM QCOM QCOM PAYX PAYX NTAP NIHD RIMM RIMM RIMM RIMM RIMM RIMM QCOM QCOM PAYX NTAP RYAAY RYAAY RYAAY RYAAY RYAAY RYAAY RIMM RIMM QCOM PAYX SHLD SHLD SHLD SHLD SHLD SHLD SHLD SHLD RIMM QCOM SIAL SIAL SIAL SIAL SIAL SIAL SIAL SIAL SHLD RIMM SPLS SPLS SPLS SPLS SPLS SPLS SPLS SPLS SIAL SHLD SRCL SRCL SRCL SRCL SRCL SRCL SRCL SRCL SPLS SIAL SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SRCL SPLS VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN SYMC SRCL VRTX VRTX VRTX VRTX VRTX VRTX VRTX VRTX VRTX SYMC WYNN WYNN WYNN WYNN WYNN WYNN WYNN WYNN WYNN WYNN XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY XRAY

To: Return to Sender who wrote (39796)	8/4/2008 8:13:10 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 96009

I downloaded the data from SIA today and put together a table comparing monthly semiconductor sales to monthly semi-equip sales. I didn't get quite the same numbers as SIA reported in your summary report, but I think the reason is that they might have used actuals instead of 3 month averages because of the longer time period for comparison. Anyway, the point of the table is not to be extremely precise, but to show the general trends. SIA sales of semiconductors are moving up nicely in percentage fashion on a monthly basis, but semi-equip sales have been trending down. In June 08, semiconductor sales are up 8 percent while semi-equip sales were down 31 percent compared to Jun 07. Overall, semiconductor sales are up 4.33B for the 1st 6 months while semi-equip sales are down 1.54B over the same period.