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

To: Donald Wennerstrom who wrote (52468)	6/18/2011 12:19:30 PM
From: Donald Wennerstrom	1 Recommendation Read Replies (1) \| Respond to of 95622

This is the same Group data as the last post, but this time it is sorted by PEG. The PEs and PEGs continued to drop this week. Twelve of the 18 stocks have PEs less than 10, bottom line PE is 9.5. Three of the stocks, FSII, WFR, and KLIC have PEs of 6. If pessimism is what we need to see a bounce, we have a lot of it. We are fast approaching the numbers of 9/10/10 shown at the bottom of the table.

To: Donald Wennerstrom who wrote (52468)	6/19/2011 1:45:17 PM
From: robert b furman	Read Replies (3) \| Respond to of 95622

Hi Don, Per my recent post to G, Message 27443366 I'd first like to butter you up and Thank You for all of your work and tables. The I'd like to ask if it would be possible to add a column or a weekly table that reflects the dividend payout annualized. The dividend rate would be a lot of work and constantly changes. If we had just the payout - the yield could easily be calculated. G has had a great track record of selling options puts and calls. I'm beginning to believe that this sector is maturing into a dividend / options selling pay horse that can be ridden with a portion of our long term buy and hold positions. More and more of my friends are viewing the market in this fashion.It is not to suggest all of one's positions should be exposed ,but it sure would add to long term wealth accumulation for all of us. Just a consideration I'd like to table. Bob