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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: The Ox who wrote (22872)	4/19/2005 8:24:59 PM
From: etchmeister	of 95626

Yet the peak wasn't nearly as strong as previous upturns. The peak in 2004 wasn't as "pointy" as previous peaks - it consisted of several months; on the opposite the bottom appears to be more shallow - IMHO all signs that even in case of SCE the magnitude of the ups and downs is getting reduced. home.comcast.net To directly answer your question, no, the rebound does not have to happen in 2006 but currently most indicators that I have looked at point to the rebound starting in 2 to 4 quarters. Can this be pushed out? Sure. However, most estimates for individual companies show expectations of 10% plus revenue growth for 2006 vs 2005 but much of this is back end loaded for the 2nd half of 2006. home.comcast.net

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