Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 318.06

+1.4%

Jan 5 4:00 PM EST

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To: Gottfried who wrote (17527)	8/2/2004 3:22:22 PM
From: Donald Wennerstrom	Read Replies (2) of 95675

Gottfried, That is a "good looking" chart. home.comcast.net Also, it is good to hear that SIA is expecting further growth of 4 to 6 percent in the next quarter. Message 20370193 <<SIA expects Q3 sales to be 4 to 6 percent higher than Q2 based on its analysis of inventories, production capacity and end-market demand.>> According to the "bears" we were supposed to have a "flat" 2H04. Do you suppose "they" are getting a little bit worried?:) As long as chip sales increase, semi-equip Bookings should continue to increase as well. That could translate into further earnings estimates increases as we go forward, and dare we say, further share price increases?:) Don

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