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

To: Donald Wennerstrom who wrote (42557)	1/8/2009 11:55:31 AM
From: Donald Wennerstrom	1 Recommendation Respond to of 95587

January 8, 2009, 4:13 am CES Night Two: Eric’s Notebook Dump Posted by Eric Savitz The city that never sleeps is Las Vegas, not New York. At least, that’s the case when the Consumer Electronics Show is in town. After the keynote tonight, I headed over to the Mirage for the annual Digital Experience mini-tradeshow. The event was a lot like the CES Unveiled event last night, but several times larger. Here are a few things I learned while wandering around taking notes and eating chicken wings and cheese: <excerpt>I bumped into Craig Berger, the chip analyst at Friedman Billings Ramsey. Berger has been generally bullish lately on the long-term prospects for chips, but he noted that the group is up about 35% over the last six weeks, and could be due for a pullback short-term. On the other hand, Berger says he thinks the SOX could be above the 300 level in a year, from about 220 now. (But he notes that it could go to 180 first.) Among his favorite picks: ON Semiconductor (ONNN), Marvell (MRVL) and Microsemi (MSCC). He also thinks you could make money by buying a basket of stocks trading at close to cash - Berger says stocks that fit the bill include Zoran (ZRAN), O2 Micro (OIIM), Advanced Analogic (AATI) and Adaptec (ADPT).<end excerpt> blogs.barrons.com