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Page 2 of 4

Don't Bail on Semi-Equipment Stocks (RealMoney.com $)

By Thomas Kurlak

Analysts may be jumping ship, but it's still early in the chip cycle.

10:32AM 02/05/04

Micron and AVX Still Look Like Hot Commodities (RealMoney.com $)

By Thomas Kurlak

The two component producers are a low-risk way to play the current tech cycle.

01:00PM 12/29/03

Turnaround Coming in Commodity Components (RealMoney.com $)

By Thomas Kurlak

This technology up-cycle won't leave these device makers behind.

08:01AM 12/05/03

A Classic Chip Upturn in the Works (RealMoney.com $)

By Thomas Kurlak

History has taught us that being aggressive at the bottom of the semiconductor cycle pays off.

09:58AM 11/14/03

A Correction Likely for Semiconductor Stocks (RealMoney.com $)

By Thomas Kurlak

Although an up-cycle forecast remains intact, more good news may not hold this sector if the stock market weakens.

11:30AM 08/25/03

Latest Rally Leads to the Real Thing (RealMoney.com $)

By Thomas Kurlak

While strategists doubt the tech recovery, it's already in motion.

07:09AM 07/09/03

Time Favors the Tech Bulls (RealMoney.com $)

By Thomas Kurlak

The debate has shifted from questioning whether a tech recovery exists to whether it has enough strength.

12:15PM 06/23/03

Bullish Case Still Holds for Tech Stocks (RealMoney.com $)

By Thomas Kurlak

There's reason to be optimistic on names such as Intel, Applied Materials and National Semi.

11:10AM 05/05/03

Take Applied's News in Stride (RealMoney.com $)

By Thomas Kurlak

Don't panic. The chip-equipment maker's orders forecast isn't a reason for long-term caution.

02:44PM 01/31/03

Intel's Margins Underscore Its Franchise Strength (RealMoney.com $)

By Thomas Kurlak

Bears will cite its planned reduction in capital spending, but this is actually a sign of its earnings power.

06:58AM 01/15/03

Page 2 of 4

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