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To: robert b furman who wrote (12163)	5/4/2011 9:46:26 AM
From: Return to Sender	Read Replies (1) \| Respond to of 13403

OT: Bob I will agree a lot of semiconductor and semi equipment stocks are at low valuation versus the overall market. They are even cheap versus the last 12 to 13 years. Unfortunately that is not a great basis to value stocks as a retail investor. Instead of a company buyout ask yourself where the insider buying is if these stocks are so cheap? Nothing but sellers at both VSEA and AMAT. finance.yahoo.com finance.yahoo.com Don't get me wrong I wish I had bought a boatload of VSEA before the AMAT buyout offer but if I owned some I would be selling it today. RtS