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

To: Donald Wennerstrom who wrote (50915)	1/21/2011 6:43:44 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (1) \| Respond to of 95490

This is the weekly look at the SOXM stocks in terms of percent change. Again, just like the Group, all stocks are in the red for the week with the exception of MU with a small 1.3 percent gain. The SOXM performed even worse than the SOX, down 5.2 percent compared to 4.4 percent. CREE was the big down hammer this week losing 19.6 percent due to their not well accepted quarterly earnings report. SMH managed to do relatively well this week, losing only 1.9 percent.

To: Donald Wennerstrom who wrote (50915)	1/21/2011 8:55:12 PM
From: robert b furman	Respond to of 95490

Hi Don, Admittedly it has been good. Admittedly we've not been exuberant. Like I say,BUY THE DIP. I hope it happens. When it is all said and done,debt free companies making bottomline profits and growing at plus 20% growth rate SHOULD NOT BE SELLING AT SUB 1.5 PRICE SALES OR UNDER .5 peg. Sooner or later you hold your nose ,close your eyes,and buy/enjoy the value. JMHO That's my read,I can't prove it and I AM STICKING TO IT !! My bet is it will make us all very rich. Thanks for all you do !! Bob