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: Donald Wennerstrom who wrote (28634)	2/16/2006 2:10:31 PM
From: etchmeister	of 95675

It's kind of "old" news - looking back a month ago @ LRCX earnings call. Otherwise kind of "deja vu" one waits and waits and suddenly there it is (the upturn) and it's gone in the next minute. Oh well; LRCX came within striking distance of all time high which if I recall correctly was $156 prior to 3:1 split Q - James Covello Good afternoon thanks so much congratulations on terrific results and guidance this is about the most bullish I’ve ever heard a semi equipment company on one of the calls, couple of quick questions for the NAND investments for 2006, I hear you say the — you thought would be up 100% year-over-year in CapEx.

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