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

To: robert b furman who wrote (51202)	2/19/2011 10:46:18 AM
From: Debt Free	2 Recommendations Read Replies (2) \| Respond to of 95616

Intel announces new $5B plant in Arizona HILLSBORO, Ore., Feb 18, 2011 (UPI via COMTEX) On the day President Obama visited Intel Corp.'s Oregon facility, Intel's chief announced the company would build a $5 billion factory in Arizona. The new facility at Intel's Chandler, Ariz., campus will be the most advanced, high-volume semiconductor manufacturing facility in the world, Intel President and Chief Executive Officer Paul Otellini said in a release. Construction of the plant, designated Fab 42, is expected to being in the middle of this year and be completed in 2013. The microchip giant said in the release the new facility "will create thousands of construction and permanent manufacturing jobs at Intel's Arizona site." "The investment positions our manufacturing network for future growth," said Brian Krzanich, senior vice president and general manager for Intel's manufacturing and supply chain. "This fab will begin operations on a process that will allow us to create transistors with a minimum feature size of 14 nanometers." Manufacturing is the underpinning for Intel's business, allowing the company to provide customers and consumers with leading-edge products, Krzanich said. "The unmatched scope and scale of our investments in manufacturing help Intel maintain industry leadership and drives innovation," he said.

To: robert b furman who wrote (51202)	2/19/2011 12:52:11 PM
From: Donald Wennerstrom	1 Recommendation Read Replies (1) \| Respond to of 95616

This is the same Group data as the last post, but this time it is sorted by price percent change. Three of the stocks, FSII, LTXC, and KLIC have PEs less than 10.

To: robert b furman who wrote (51202)	2/19/2011 2:09:10 PM
From: Donald Wennerstrom	1 Recommendation Read Replies (1) \| Respond to of 95616

Hi Bob, It's true, COHU has not been in favor looking at the chart since about the 1st of the year. This can be seen not only on the charts you noted, but also on the 13 week rolling quarter data posted this week. During the 1st 6 weeks of the table, the trend was all up, then a "peak" for the next 2 weeks, then 4 weeks of a downtrend ending with a small gain last week. Message 27179808 Your analysis could very well be right. I certainly don't see any fundamental reason why your outlook might come to pass. COHU had very good revenue in 2010 and the earnings recovered from the negative values in 08 and 09, earning 1.02 per share for 2010 with higher values forecast for 11 and 12. The table shows the target prices for the next 12 months for the Group stocks. With the exception of FSII, COHU's closing price on Friday has the lowest percentage value in the table with respect to its 12 month target. Many of the stocks closed above their 12 month values on Friday. Also, note that COHU has only 2 analysts following the stock. This means the consensus may be not as reliable as those larger cap stocks with larger analyst followings.