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

To: Donald Wennerstrom who wrote (40706)	10/8/2008 8:31:57 PM
From: Gottfried	3 Recommendations Read Replies (1) \| Respond to of 95574

bpNDX fell one to 2% [PETM and VRTX are survivors] Sep25 Sep26 Sep29 Sep30 Oct01 Oct02 Oct03 Oct06 Oct07 Oct08 ALTR BBBY BIDU CEPH CHKP CHRW CTAS DISAD ALTR DTV BBBY EXPD CEPH FAST CHKP FISV CTAS FMCN DISAD GOOG DTV HANS EXPD ALTR ALTR IACI FAST ALTR AMZN AMZN INTU FMCN BBBY BBBY BBBY ALTR ISRG GENZ BIIB BIIB BIIB AMZN JOYG HANS CEPH CEPH CEPH BBBY LAMR IACI CHKP CHKP CHKP BIIB LEAP INTU CTAS CTAS CTAS CHKP ALTR LINTA ISRG DISAD DISAD DISAD CTAS AMZN LVLT JOYG DTV DTV DTV DISAD APOL MCHP LEAP EXPD ESRX ESRX DTV BBBY MNST LINTA FMCN EXPD EXPD ESRX BIIB PAYX LVLT GENZ FMCN FMCN EXPD CHKP PCAR MCHP HANS GENZ GENZ GENZ CTAS PETM MNST INTU HANS HANS HANS DTV SBUX PAYX PAYX INTU INTU INTU GENZ SNDK PETM PETM PAYX PAYX PAYX HANS SPLS SNDK SHLD PETM PETM PETM INTU SRCL SPLS SNDK SNDK SNDK SNDK PAYX TEVA SRCL SRCL SRCL SRCL SRCL PETM VRTX TEVA TEVA TEVA TEVA TEVA SNDK BIIB WFMI VRTX VRTX VRTX VRTX VRTX SRCL CTAS WYNN WFMI WFMI WFMI WFMI WFMI TEVA PAYX BIIB XLNX XLNX XLNX XLNX XLNX XLNX VRTX PETM PETM PETM XRAY XRAY XRAY XRAY XRAY XRAY XRAY VRTX VRTX VRTX

To: Donald Wennerstrom who wrote (40706)	10/9/2008 12:06:59 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95574

PLAB continues a strong decline today. Here is a recent article discussing the stock. <<Photronics Continues to Fall Posted Wed Oct 08, 10:13 am ET Posted By: Ken Nagy, CFA Photronics (PLAB) is an OEM [original equipment manufacturer] of photomasks used by the semiconductor manufacturing industry in the fabrication of IC devices and LCD displays. In the July quarter, the top and bottom-line results were in line with the company's preannouncement. Since foundries build in their own photomasks in the larger geometries, the more advanced nodes are that much more important. The company has strong technical development capabilities, and is experiencing growth in its 130nm and 90nm product lines. In the near term, this growth will not outshine a maturing legacy product and soft markets. Consequently, we rate shares of PLAB a Sell. Despite the share price dropping approximately 61% off the 52-week high, the successful completion of an equity offering and the continued pay-down of debt, we prefer to be on the sidelines until the Flat Panel Display markets pick up. Consequently, we rate the shares of PLAB a Sell rating and taking our price target down to $1.50 from $5.00.>> zacks.com