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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: Proud_Infidel who wrote (22873)	4/19/2005 8:45:35 PM
From: etchmeister	of 95622

NVLS flat bookings, LRCX down 19% - fits perfect to a shallow bottom. KLAC margins should always be better because there is no process development - it's more or less a piece of hardware. NVLS sells a piece of hardware AND a process; so does LRCX but being strictly in etch should also be an advantage in regards to margins. The benchmark in regards to margins for NVLS should be AMAT IMHO. How do NVLS margin from last quarter compare to AMAT - in case of predatory pricing it most likely comes from AMAT.

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