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


To: Donald Wennerstrom who wrote (43179)2/2/2009 8:56:32 PM
From: Gottfried2 Recommendations  Respond to of 95632
 
bpNDX fell three to 47% [NIHD LRCX FLIR]

Jan20 Jan21 Jan22 Jan23 Jan26 Jan27 Jan28 Jan29 Jan30 Feb02






























ADP
ALTR AAPL
APOL ADP AAPL AAPL AAPL ADP
BBBY ALTR AAPL ADP ADP ADP ALTR
BIIB APOL AAPL ADP ALTR ALTR ALTR AMZN AAPL
CA BBBY AAPL ADP ALTR BBBY BBBY APOL APOL ADP
CHKP BIIB ADP ALTR BBBY BIDU BIDU BBBY BBBY ALTR
CTAS CA ALTR APOL BIDU BIIB BIIB BIDU BIDU AMZN
CTSH CHKP APOL BBBY BIIB CA CA BIIB BIIB APOL
CTXS CTAS BBBY BIIB CA CHKP CHKP CA CA BBBY
DELL CTSH BIIB CA CHKP CTAS CTAS CHKP CHKP BIDU
DISH CTXS CA CHKP CTAS CTSH CTSH CTAS CTAS BIIB
DTV DELL CHKP CTAS CTSH CTXS CTXS CTSH CTSH CA
ERTS DISH CTAS CTSH CTXS DELL DELL DELL DELL CHKP
FAST DTV CTSH CTXS DELL DISH DISH DISH DISH CTAS
FLIR ERTS CTXS DELL DISH DTV DTV DTV DTV CTSH
GENZ FAST DELL DISH DTV ERTS ERTS ERTS ERTS DELL
GILD FLIR DISH DTV ERTS FAST FAST FAST FAST DISH
HANS GENZ DTV ERTS FAST FLIR FLIR FLIR FLIR DTV
HSIC GILD ERTS FAST FLIR GENZ GENZ GENZ GENZ ERTS
IACI HANS FAST FLIR GENZ GILD GILD GILD GILD FAST
ILMN HSIC FLIR GENZ GILD GOOG GOOG GOOG GOOG GENZ
INFY IACI GENZ GILD GOOG HANS HANS HANS HANS GILD
JAVA ILMN GILD GOOG HANS HSIC HSIC HSIC HSIC GOOG
JOYG INFY HANS HANS HSIC IACI IACI IACI IACI HANS
KLAC JAVA HSIC HSIC IACI ILMN ILMN ILMN ILMN HSIC
LIFE JOYG IACI IACI ILMN INFY INFY INFY INFY IACI
LINTA KLAC ILMN ILMN INFY ISRG ISRG ISRG ISRG ILMN
LLTC LIFE INFY INFY ISRG JAVA JAVA JAVA JAVA INFY
LRCX LINTA JAVA JAVA JAVA KLAC KLAC KLAC KLAC ISRG
NIHD LLTC KLAC KLAC KLAC LIFE LIFE LIFE LIFE JAVA
NTAP LRCX LIFE LIFE LIFE LINTA LINTA LINTA LINTA KLAC
NVDA NIHD LINTA LINTA LINTA LLTC LLTC LLTC LLTC LIFE
ORCL NTAP LLTC LLTC LLTC LRCX LRCX LRCX LRCX LINTA
ORLY NVDA LRCX LRCX LRCX MXIM MXIM MXIM MXIM LLTC
PCAR ORCL NIHD MXIM MXIM NIHD NIHD NIHD NIHD MXIM
PDCO ORLY NTAP NIHD NIHD NTAP NTAP NTAP NTAP NTAP
QCOM PCAR NVDA NTAP NTAP NVDA NVDA NVDA NVDA NVDA
RIMM PDCO ORCL NVDA NVDA ORCL ORCL ORCL ORCL ORCL
ROST QCOM ORLY ORCL ORCL ORLY ORLY ORLY ORLY ORLY
RYAAY RIMM PCAR ORLY ORLY PDCO PDCO PDCO PDCO PDCO
SHLD ROST PDCO PDCO PDCO QCOM QCOM QCOM QCOM QCOM
SPLS SHLD QCOM QCOM QCOM RIMM RIMM RIMM RIMM RIMM
STLD STLD RIMM RIMM RIMM ROST ROST ROST ROST ROST
STX STX ROST ROST ROST STLD STLD STLD STLD STLD
SYMC SYMC STLD STLD STLD SYMC SYMC SYMC SYMC SYMC
TEVA TEVA SYMC SYMC SYMC TEVA TEVA TEVA TEVA TEVA
URBN URBN TEVA TEVA TEVA URBN URBN URBN URBN URBN
VRTX VRTX URBN URBN URBN VRSN VRSN VRSN VRSN VRSN
WCRX WCRX VRTX VRTX VRTX VRTX VRTX VRTX VRTX VRTX
YHOO YHOO WCRX WCRX WCRX WCRX WCRX WCRX WCRX WCRX



To: Donald Wennerstrom who wrote (43179)2/2/2009 9:36:47 PM
From: Donald Wennerstrom2 Recommendations  Read Replies (1) | Respond to of 95632
 
SanDisk swings to big loss, hit by charges

5:31 PM ET 2/2/09

SAN FRANCISCO (MarketWatch) -- SanDisk Corp. on Monday posted a huge fourth-quarter net loss, weighed down by nearly $2 billion in one-time charges, weak consumer spending and pricing pressures in the memory chip market.

The Milpitas, Calif.-based chip maker (SNDK) reported a fourth-quarter net loss of $1.86 billion, or $8.25 a share, compared with a net profit of $106 million, or 45 cents a share, for the year-earlier period. Revenue was $863.9 million, down from $1.25 billion last year.

The company's results included $1.91 billion in one-time expenses, including $1.02 billion for a combined pre-tax goodwill and intangible asset impairment charge. Adjusted net loss was $1.65 a share.

Analysts had expected the chip maker to report a net loss of 60 cents a share, on revenue of $766.7 million, according to a consensus estimate by Thomson Reuters
.

Despite the huge loss, SanDisk's shares rose more than 4% in late trading on better-than-expected revenue. But the stock later fell on the company's weaker-than-expected sales outlook for the current quarter.

In a prepared statement, SanDisk CEO Eli Harari said the company faced "a very difficult pricing environment, macroeconomic turmoil and the impact on consumer purchasing."

"We are very disappointed with our fourth-quarter bottom line results, which included significant asset impairment and inventory related charges," Harari said.

He said the company is moving to "curtail our captive output, conserve cash, and reduce capital and operating expenditures."

But Harari also noted that the company believes the "drastic industry-wide capital expenditure cuts announced for 2009 will contribute to a better balance between supply and demand and an improved pricing environment in our markets later in 2009 and into 2010."

Chip makers have been hurt by a glut in memory products, such as NAND Flash microprocessors, which has led to a steady decline in average selling prices.

In a call with analysts, Harari said, "The Flash industry is at a crossroads. Three consecutive years of price reductions exceeding cost reductions have squeezed profitability out of this industry, even for the most competitive suppliers and this has been exacerbated by the global economic recession."

For the current quarter, the company said it expects revenue in the range of $475 million to $575 million. Analysts had expected the company to post sales of $631.7 million, according to a consensus survey by Thomson