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

To: Jacob Snyder who wrote (43800)	3/27/2009 4:15:36 PM
From: Jacob Snyder	4 Recommendations Read Replies (1) \| Respond to of 95546

SOX up 46%, 168 to 245, last November's low to today's high. SPX up 25%, 667 to 883, this month's low to yesterday's high. Consumer confidence: U. of Michigan consumer confidence hit a 28-year low of 55 in 11/08. After steadily declining from a high in mid-2007, it appears to have stabilized (at a very low level) in the 55-61 area, for the last 6 months. 7 States now have (official) unemployment rates over 10% (meaning real rates over 15%) bloomberg.com Sharp reductions in investments and low oil prices could curb future supplies by almost eight million barrels a day within the next five years, according to a study scheduled for release Friday, the latest warning that the world could face a new energy shock when the economy picks up. nytimes.com personal saving as a percentage of disposable personal income was 4.2% in February. It was 4.4% in January. The last time the saving rate exceeded 4.0% two straight months was August and September 1998 online.wsj.com Soros: “Commercial real estate has not yet fallen in value,” Soros, speaking at a forum in Washington, said. “It is inevitable, it is written, everybody knows it, there are already some transactions which reflect and anticipate it, so we know, they will drop at least 30 percent.” “In order to make up for the collapse of credit, we are effectively creating money,” Soros said. “If and when credit is restarted, you would then have an incredibly swollen monetary base, which, if it were leveraged, you would have an explosion of inflation.” bloomberg.com High-priced equipment enabled the semiconductor lithography sector to grow to 25% of entire front-end equipment processing market in 2008, according to the report “Sub-100nm Lithography: Market Analysis and Strategic Issues.” Lithography revenues dropped 25.1% in 2008, less than the 32.0% drop for the entire semiconductor front-end equipment market. Growth was attributed to significant increases in average selling prices (ASPs) of the lithography tools due to the switch to advanced ArF systems. ASPs increased 43.2% while unit shipments decreased 47.3%. For 2008, ASML (ASML) held the lead in unit shipments with a 39.0% share followed by Canon (CAJ) with a 33.7% share. On a revenue basis, ASML retained the lead in the market with a 66.4% share in 2008 followed by Nikon with a 21.4% share. seekingalpha.com