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

To: Sam who wrote (52397)	6/12/2011 3:41:00 PM
From: Sam	2 Recommendations Respond to of 95737

AAII Sentiment Survey Results Week ending 6/8/2011 Data represents what direction members feel the stock market will be in the next 6 months. aaii.com Bullish 24.4%, down 5.8 Neutral 27.9%, down 8.5 Bearish 47.7%, up 14.2 Sentiment getting more encouraging. A turn should happen fairly soon, IMHO. Minimally a dead cat bounce. Political shenanigans in this country and the EU, plus perhaps inflation issues (and concomitant raising of interest rates) in the big Asian economies will likely keep holding Mr. Market in check, though. II sentiment numbers; less bullish than AAII numbers, but trending in the right direction: Date Percent Percent Published Bullish Bearish 06/08 40.9 22.6 06/01 45.2 20.4 05/25 43 19.4 05/18 45.6 19.6 05/11 51.1 18.5 05/04 54.9 16.5 04/26 54.3 18.5 04/20 54.2 19.2 04/13 55.4 16.3 04/06 57.3 15.7 03/30 51.6 23.1 schaeffersresearch.com

To: Sam who wrote (52397)	6/12/2011 3:49:31 PM
From: Donald Wennerstrom	1 Recommendation Read Replies (1) \| Respond to of 95737

Here is a look at the SOXM stocks since the breakdown in the SOX began on 2/18. The chart shows the performance of the SOX and the 6 stocks at the bottom of the table. Only ALTR and TSM managed to keep their heads above water for the period. WFR lost 40 percent to take bottom place. The SOX is down 14.6 percent.

To: Sam who wrote (52397)	6/12/2011 7:04:29 PM
From: Return to Sender	1 Recommendation Read Replies (1) \| Respond to of 95737

From Briefing.com: Weekly Recap - Week ending 10-Jun-11The stock market suffered wide-spread selling, pushing the Nasdaq and Russell 2000 in negative territory for the year. As stocks stumbled, market participant sought the relative safety of Treasuries and the dollar. All 10 of the S&P 500 sectors fell. Defensive investments outperformed on a relative basis with utilities down just 0.5%. On the downside, financials (-3.9%) and tech (-3.1%) got hit the hardest. Selling was broad-based with only 57 companies trading higher in the S&P 500. Heavyweight Apple (AAPL, -5.0%) weighed on the market. The company faced selling after it revealed its iCloud service and new mobile operating system. Texas Instruments (TXN, -4.2%) issued a second quarter earnings warning, though losses from the announcement were limited on word the weakness is due to Nokia (NOK). The major financials all saw selling pressure. Bank of America (BAC) fell 7.6% and Citigroup (C) shed 7.5%. Fed Chairman Bernanke issued an economic outlook that failed to lift stocks because he didn't say anything all that surprising to alter a negative mood, and a trend, that has been prevailing for the last five weeks or so. The Fed Chairman began his remarks with an acknowledgment that U.S. economic growth has been slower than expected so far this year, but that wasn't anything the market didn't already know. On balance, he kept to the party line that (a) commodity-based inflation pressures are transitory (b) the economy should regain momentum in the second half of the year and (c) economic conditions are likely to warrant exceptionally low levels for the federal funds rate for an extended period. There was no hint of QE3, but anyone truly expecting him to go down that road with this speech was way ahead of themselves. In economic developments, economic releases were mixed. The not-so-good news is that initial claims remained above 400,000 for the week ending June 4 while the good news is that the U.S. trade deficit narrowed to $43.7 bln in April from $46.8 bln in March, which was revised from an originally reported deficit of $48.2 bln, which will factor positively for GDP growth. Briefly, initial claims rose 1,000 from the prior week to 427,000 and were slightly weaker than the Briefing.com consensus estimate of 423,000. A level above 400,000 is not typically consistent with strong labor growth. Although the latest reading doesn't cover the survey period for the June household survey on employment, it will nonetheless feed ongoing concerns about the frustratingly slow pace of recovery in the labor market. Index Started Week Ended Week Change % Change YTD % DJIA 12151.20 11951.90 -199.30 -1.6 3.2 Nasdaq 2732.78 2643.73 -89.05 -3.3 -0.3 S&P 500 1300.16 1270.98 -29.18 -2.2 1.1 Russell 2000 808.13 779.54 -28.59 -3.5 -0.5 09:23 am MEMC Elec downgraded to Hold at Stifel Nicolaus: . Stifel Nicolaus downgrades WFR to Hold from Buy given the rapidly deteriorating environment in the solar wafer industry. While their Sum-of-the-Parts analysis points to brighter prospects for the stock, they view near-term risk/reward as balanced, and they do not see investors warming up to the name over the next 6-9 months in face of acute reductions in solar pricing and significant estimate revisions downward. 7:30AM Qualcomm to acquire the assets of semiconductor design co Rapid Bridge (QCOM) 55.87 : Co has agreed to acquire substantially all of the assets of Rapid Bridge LLC, a San Diego-based inventor of advanced techniques for the design and development of semi products. The co's technology reduces complexity in integrated circuit (IC) development at advanced technology nodes to enable greater design flexibility and optimized die size and power consumption. Rapid Bridge's San Diego design team and San Diego/Bangalore engineering services operations will be integrated into Qualcomm CDMA Technologies. The asset acquisition, which is subject to regulatory approval and fulfillment of certain terms and conditions, is expected to close by the end of FY11. # Research In Motion (RIMM) announced plans to launch the BlackBerry PlayBook tablet in an additional 16 markets around the world over the next 30 days