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Semiconductor Equipment Report
August 28, 2006

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CEO INTERVIEWS
Interview with the President and CEO: Destination XL Group Inc. (NASDAQ:DXLG)
Interview with the CEO: Sterling Infrastructure, Inc. (NASDAQ:STRL)
Interview with the CEO: Accsys Technologies PLC (OTCMKTS:ACSYF)
SECTOR ROUNDTABLES
Natural Gas Weighs Heavy On E&P Near-Term Prospects
Roundtable Forum:optimism Despite Uncertainty In For-profit Education
Roundtable Forum:a Shift In Focus To Natural Gas From Oil
MONEY MANAGER INTERVIEWS
Value Manager Sees Opportunity When the Market Gets It Wrong
Renewables Space Hitting Positive Inflection Points
Responsible Bond Strategy Has Overweight in Renewables Sector
ANALYST INTERVIEWS
Deckers, Skechers, Boot Barn Are Top Footwear Stock Picks
Consumer Internet Analyst Talks Tech, Retail and Politics
Buy Troubled Apparel Companies While Valuations Are Low
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