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

To: Donald Wennerstrom who wrote (50367)	12/10/2010 7:34:27 PM
From: Sam	2 Recommendations Respond to of 95383

Those are some really stunning gains. But--we should recall what was going on in the 13 weeks prior to them--the stocks had been sold down to a collective PE of around 7-8 even as their fundamentals for the most part seemed to be improving in terms of earnings and revenues. So there was a lot of catching up to do when the widely forecasted double dip didn't occur. One of the remarkable things about the rise in both the Group and the Sox is how steady the rise has been. Not too many "Dark Green" shadings until you come to the "Total Pct Chg" line, when they all become Dark Green. Amazing. I haven't seen such a lovely color before. Thanks again for keeping these charts, Don, I'm sure I speak for a lot of thread readers when I say that. Very easy on the eyes to look at them when there is so much dark green, much better than pink!

To: Donald Wennerstrom who wrote (50367)	12/11/2010 5:22:21 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (1) \| Respond to of 95383

This is the weekly update for the Group stocks in terms of earnings estimates, growth estimates, and price changes sorted by price percent change. The spread for the week runs all the way from +10.4 percent for TER to -10.5 for LTXC. LTXC is tied up with both VRGY and ATE involved in merger talks. Article on subject at bottom of the table. There are 6 upgrades of earnings estimates this week with no downgrades of estimates. LTX-CREDENCE (LTXC) FACING COMPETING BID FOR VERIGY (VRGY). NEEDHAM KEEPS HOLD 11:29 AM ET 12/6/10 \| S&P Marketscope Analyst Vernon Essi Jr. tells salesforce ATE'S $12.15/sh. bid for VRGY exciting news for VRGY holders but leaves LTXC holders in lurch as VRGY, despite remaining committed to merger with LTXC, likely to continue dialog with ATE. Says ATE/VRGY deal makes sense from mixed signal system-on-chip view as ATE holds weak mkt position in this area, VRGY offers better presence despite some customer overlap. However, ATE's ~65% memory mkt share coupled with VRGY's 20% may cause antitrust concern. Regardless, says ATE is serious. Will review LTXC rating as drama unfolds.