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

To: Return to Sender who wrote (53149)	8/9/2011 3:28:14 PM
From: Donald Wennerstrom	1 Recommendation Read Replies (1) \| Respond to of 95616

Aug 9, 2011 12:37 PM Semiconductors: Wells Ups To Overweight; Intel Top Pick Posted by Tiernan Ray You’d better get back into semiconductors, writes David Wong of Wells Fargo today, predicting better times ahead for stock group that was among the hardest hit in tech in last Thursday’s sell-off. Wells raised his rating on the group to Overweight from Market Weight. Wong sees 10% year-over-year growth in semi sales by December of this year, he writes, after declines of 2% to 4% in each month of the June quarter. Improving demand in this latter half of the year will couple with easier comparisons to the weak second half of last year. Then, too, Wong sees semi inventories being relatively healthy at between 30 and 80 days “in most segments of the supply chain.” Wong assigns an Outperform rating to Intel ( INTC), Altera ( ALTR), Analog Devices ( ADI), Xilinx ( XLNX), Qualcomm ( QCOM), Linear Technology ( LLTC), and Micron Technologies ( MU). Intel is his “top pick,” while ADI, Qualcomm, and Linear are “highlights” of the industry upgrade, he notes. Nvidia ( NVDA), National Semiconductor ( NSM), Texas Instruments ( TXN), Maxim Integrated Products ( MXIM), Broadcom ( BRCM), Microsemi ( MSCC), and Advanced Micro Devices ( AMD) are all rated Market Perform. He has no Sell ratings on any stocks. Chips today are broadly higher, though some of Wong’s less desirable ones are in fact those that are rising the most.

To: Return to Sender who wrote (53149)	8/13/2011 2:21:47 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (1) \| Respond to of 95616

I took to heart your post about adding more information on "guru" stock recommendations. The following table has 3 comparison areas. The first area is a tabulation of mean, high and low price targets for this week, the next 3 columns are the changes compared to last week. For this week, all mean target prices have been reduced with only the low values for ATMI and BRKS increased slightly. At the bottom line, the target price is -10.13 compared to last week. The second area is a tabulation of the number of analysts reporting on each stock. The next column shows the change, if any, from last week. As shown there are a total of 4 more analysts this week than last week. The third area is a tabulation of the mean recommendations for each stock. From Yahoo, 1 is the highest recommendation while 5 is the lowest recommendation. For this week, 4 of the stocks have changes as shown, and they are all in the positive direction. KLIC has the biggest change, gaining 0.3 compared to last week. Stated differently, last week KLIC was rated 2.3, this week it is rated 2.0. Going back to the mean, high, and low price targets, the last high mean value was set the week of 17 June at 481.18. Since then, every week has seen a decrease in the mean value to this weeks value of 450.73. That is a decrease over the last 8 weeks of 30.45 or -6.3 percent.