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

To: Donald Wennerstrom who wrote (50887)	1/20/2011 7:17:01 PM
From: robert b furman	Respond to of 95500

Hi Don, Business is good and getting better. String out the order bank and wait for the Capex increases to build back the backlog. The concept is level production the most efficient manufacturing method there is. Your stretch out the top and level the peaks. Ahh maturity of a sector. As more mergers occur the Oems will have to get used to more of it. Bob

To: Donald Wennerstrom who wrote (50887)	1/20/2011 7:18:14 PM
From: Gottfried	1 Recommendation Respond to of 95500

bpNDX fell three to 86% [STX MICC FFIV] Jan06 Jan07 Jan10 Jan11 Jan12 Jan13 Jan14 Jan18 Jan19 Jan20 AAPL AAPL AAPL AAPL AAPL AAPL ADBE ADBE ADBE AAPL ADBE ADBE ADBE ADP ADP ADP ADBE ADP ADP ADP ADSK ADSK ADSK AAPL AAPL ADP ADSK ADSK ADSK AKAM AKAM AKAM ADBE AAPL ADBE ADSK AKAM AKAM AKAM ALTR ALTR ALTR ADP ADBE ADP AKAM ALTR ALTR ALTR AMAT AMAT AMAT ADSK ADP ADSK ALTR AMAT AMAT AMAT AMGN AMGN AMGN AKAM ADSK AKAM AMAT AMGN AMGN AMGN AMZN AMZN AMZN ALTR AKAM ALTR AMGN AMZN AMZN AMZN APOL APOL APOL AMAT ALTR AMAT AMZN APOL APOL APOL BBBY BBBY BBBY AMGN AMAT AMGN APOL BBBY BBBY BBBY BIDU BIDU BIDU AMZN AMGN AMZN BBBY BIDU BIDU BIDU BIIB BIIB BIIB APOL AMZN APOL BIDU BIIB BIIB BIIB BMC BMC BMC BBBY APOL BBBY BIIB BMC BMC BMC BRCM BRCM BRCM BIDU BBBY BIDU BMC BRCM BRCM BRCM CA CA CA BIIB BIDU BIIB BRCM CA CA CA CELG CELG CELG BMC BIIB BMC CA CELG CELG CELG CERN CERN CERN BRCM BMC BRCM CELG CERN CERN CERN CHKP CHKP CHKP CA BRCM CA CERN CHKP CHKP CHKP CHRW CHRW CHRW CELG CA CELG CHKP CHRW CHRW CHRW CMCSA CMCSA CMCSA CERN CELG CERN CHRW CMCSA CMCSA CMCSA COST COST COST CHKP CERN CHKP CMCSA COST COST COST CTRP CTRP CTRP CHRW CHKP CHRW COST CTRP CTRP CTRP CTSH CTSH CTSH CMCSA CHRW CMCSA CTSH CTSH CTSH CTSH DELL DELL DELL COST CMCSA COST DELL DELL DELL DELL DTV DTV DTV CTRP COST CTSH DTV DTV DTV DTV EBAY EBAY EBAY CTSH CTSH DELL EBAY EBAY EBAY EBAY ERTS ERTS ERTS DELL DELL DTV ERTS ERTS ERTS ERTS ESRX ESRX ESRX DTV DTV EBAY ESRX ESRX ESRX ESRX EXPD EXPD EXPD EBAY EBAY ERTS EXPD EXPD EXPD EXPD EXPE EXPE EXPE ERTS ERTS ESRX EXPE EXPE EXPE EXPE FAST FAST FAST ESRX ESRX EXPD FAST FAST FAST FAST FFIV FFIV FFIV EXPD EXPD EXPE FFIV FFIV FFIV FFIV FISV FISV FISV EXPE EXPE FAST FISV FISV FISV FISV FLEX FLEX FLEX FAST FAST FISV FLEX FLEX FLEX FLEX FSLR FSLR FSLR FISV FISV FLEX FSLR FSLR FSLR FSLR GENZ GENZ GENZ FLEX FLEX FSLR GENZ GENZ GENZ GENZ GILD GILD GILD FSLR FSLR GENZ GILD GILD GILD GILD GOOG GOOG GOOG GENZ GENZ GILD GOOG GOOG GOOG GOOG GRMN GRMN GRMN GILD GILD GOOG GRMN GRMN GRMN GRMN HSIC HSIC HSIC GOOG GOOG GRMN HSIC HSIC HSIC HSIC ILMN ILMN ILMN GRMN GRMN HSIC ILMN ILMN ILMN ILMN INFY INFY INFY HSIC HSIC ILMN INFY INFY INFY INFY INTC INTC INTC ILMN ILMN INFY INTC INTC INTC INTC INTU INTU INTU INFY INFY INTC INTU INTU INTU INTU ISRG ISRG ISRG INTC INTC INTU ISRG ISRG ISRG ISRG JOYG JOYG JOYG INTU INTU ISRG JOYG JOYG JOYG JOYG KLAC KLAC KLAC ISRG ISRG JOYG KLAC KLAC KLAC KLAC LIFE LIFE LIFE JOYG JOYG KLAC LIFE LIFE LIFE LIFE LINTA LINTA LINTA KLAC KLAC LIFE LINTA LINTA LINTA LINTA LLTC LLTC LLTC LIFE LIFE LINTA LLTC LLTC LLTC LLTC LRCX LRCX LRCX LINTA LINTA LLTC LRCX LRCX LRCX LRCX MAT MAT MAT LLTC LLTC LRCX MAT MAT MAT MAT MCHP MCHP MCHP LRCX LRCX MAT MCHP MCHP MCHP MCHP MICC MICC MICC MAT MAT MCHP MICC MICC MICC MICC MRVL MRVL MRVL MCHP MCHP MICC MRVL MRVL MRVL MRVL MSFT MSFT MSFT MRVL MICC MRVL MSFT MSFT MSFT MSFT MXIM MXIM MXIM MSFT MRVL MSFT MXIM MXIM MXIM MXIM MYL MYL MYL MXIM MSFT MXIM MYL MYL MYL MYL NFLX NFLX NFLX MYL MXIM MYL NFLX NFLX NFLX NFLX NIHD NIHD NIHD NFLX MYL NIHD NIHD NIHD NIHD NIHD NTAP NTAP NTAP NIHD NIHD NTAP NTAP NTAP NTAP NTAP NVDA NVDA NVDA NTAP NTAP NVDA NVDA NVDA NVDA NVDA NWSA NWSA NWSA NVDA NVDA NWSA NWSA NWSA NWSA NWSA ORCL ORCL ORCL NWSA NWSA ORCL ORCL ORCL ORCL ORCL ORLY ORLY ORLY ORCL ORCL ORLY ORLY ORLY ORLY ORLY PAYX PAYX PAYX ORLY ORLY PAYX PAYX PAYX PAYX PAYX PCAR PCAR PCAR PAYX PCAR PCAR PCAR PCAR PCAR PCAR PCLN PCLN PCLN PCAR PCLN PCLN PCLN PCLN PCLN PCLN QCOM QCOM QCOM PCLN QCOM QCOM QCOM QCOM QCOM QCOM QGEN QGEN QGEN QCOM QGEN QGEN QGEN QGEN QGEN QGEN RIMM RIMM RIMM QGEN RIMM RIMM RIMM RIMM RIMM RIMM SBUX SBUX SBUX RIMM SBUX SBUX SBUX SBUX SBUX SBUX SHLD SHLD SHLD SBUX SHLD SHLD SHLD SHLD SHLD SHLD SIAL SIAL SIAL SHLD SIAL SIAL SIAL SIAL SIAL SIAL SNDK SNDK SNDK SIAL SNDK SNDK SNDK SNDK SNDK SNDK SRCL SRCL SRCL SNDK SRCL SRCL SRCL SRCL SRCL SRCL STX STX STX SRCL STX STX STX STX STX STX SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC SYMC URBN URBN URBN URBN URBN URBN URBN URBN URBN URBN VMED VMED VMED VMED VMED VMED VMED VMED VMED VMED VOD VOD VOD VOD VOD VOD VOD VOD VOD VOD VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRSN VRTX VRTX VRTX VRTX WCRX WCRX WCRX WCRX WCRX WCRX WCRX WCRX WCRX WCRX WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WFMI WYNN WYNN WYNN WYNN WYNN WYNN WYNN WYNN WYNN WYNN XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX XLNX YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO YHOO

To: Donald Wennerstrom who wrote (50887)	1/20/2011 7:37:59 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (1) \| Respond to of 95500

This is the update of the Bookings, Billings and BtB data tables incorporating the data released by SEMI for the month of December 2010. The data for December allows for comparison of the year 2010 to previous years at the bottom line. The Bookings for the year of over 18B compares almost identically with the year 2006. The YoY change of 203 percent compared to 2009 reversed 3 years of sharply falling Bookings. For the past 3 months, Bookings have remained in the 1.5 to 1.6 Billing dollar range which hopefully will continue or increase as 2011 unfolds. Billings increased 145 percent from last year to 16.7B+. It looks like the suppliers pushed hard in December to substantially surpass the November number by almost 150M and produce the highest monthly number for the year. The large Billings number in December caused the BtB number to decrease to 0.90 for the month. This makes 3 months in a row that Billings has been above Bookings which eats into the Backlog.