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

To: Donald Wennerstrom who wrote (52280)	6/2/2011 6:33:56 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95632

Jun 2, 2011 5:27 PM Altera Inches Up: Reiterates FYQ2 View Posted by Tiernan Ray Shares of programmable chip maker Altera (ALTR) are up 4 cents at $47.24 in late trading, after the company this afternoon reiterated its outlook for the fiscal Q2 ending this month for revenue in a range of flat with Q1 to possibly up as much as 5% from last quarter’s level. Analysts, on average, have been modeling Altera’s revenue to increase 2.4% from Q1's level, to $548.7 million.

To: Donald Wennerstrom who wrote (52280)	6/2/2011 6:56:42 PM
From: 2MAR$	Read Replies (1) \| Respond to of 95632

WFR at these levels its not getting hit to much more , don't think they'll pull anything as bad as what happened to AMSC warning again otherday and got hammered once more after that severe 60% hit . tmorrow all eyes on more jobs #'s with very high impact on markets , so keeping WFR on screen for a little trade should it get another last good shake and markets take another swoon . These supply issues with the iPad has constrained production into Q3 & threat of canabalising PC market slowing everything down , not sure of InTel's power notebooks will make much of a difference , the iPad is far ahead of any rival & allof them cutting production of their 1rst gen pads now since nothing unvieled at Computex comes close to challenging AAPL.

To: Donald Wennerstrom who wrote (52280)	8/3/2011 12:44:24 PM
From: 2MAR$	Read Replies (2) \| Respond to of 95632

WFR ($6.88 ) is reporting tonight and down another 30% ...this was one short that should have taken but never bought the stock either...just patiently watch many of these to see when the low is in . Also FSLR reporting tomorrow which has surprisingly held above $100 . Well we'll find out later if there's enough postives in this report tonight to give shorts a reason to cover or worth any long term buy down here if it drops lower ....but has to be one of the most unloved stocks out there with too big a float in an unloved sector and with a chart like that shorts won't be scrambling to cover... almost tempted to short it here <g