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

To: Donald Wennerstrom who wrote (48447)	7/5/2010 3:09:51 PM
From: Donald Wennerstrom	1 Recommendation Respond to of 95608

The last post showed several charts separately. The chart below puts these charts together in an overlay mode. The SOX had more of a dip in the February time frame compared to the other major indices. However, for the entire year, all of the indices are very close together, down in the 8 to 9 percent range.

To: Donald Wennerstrom who wrote (48447)	7/6/2010 11:08:45 AM
From: robert b furman	Read Replies (2) \| Respond to of 95608

Hi Don, In my world of looking at semi's (through the rose colored glasses of Cohu-smile),all major advances are preceded by a viscious dip that is fast and scary. It has been the MO, for the last 20 years.I believe we are at such a turn. The orders coming in are powerfully high, and the companies are lean,this will lever surprisingly high EPS as the usual bears get louder ans the brokers back offices say they need to acccumulate stock through margin calls per their ususal larceny. I've added some shares here,and expect a blowout EPS with excellent guidance. My retail car store are having surprising improved unit sales. My vision of the consumer is,much more vibrant than given credit for. Real estate is in a generational dip that will last 5-10 years to recover,and semis have been an unpopular sector for over 10 years. I still beleiev that the next 12-16 months will usher in a new wave of mobile products in vastly larger markets that will make the PC cycle look like last decades pimple. Apple has lead and others lagging will make large investments in new technology and Capex needs. The bigger the dip the higher the pop. Hold onto this tiger - its going to be a good one!! Bob