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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: auriculatus who wrote (29432)	3/17/2006 2:28:30 AM
From: etchmeister	Read Replies (1) of 95676

There is huge difference with regards to topline growth though these are only projections. LRCX top line projection is close to 19% compared to AMAT's topline projection for next year - that's huge (just based on etch)which means they are really kicking ass. AMAT and NVLS continue to be in dogfight mode and I do not see how this can get resolved. If I recall correctly NVLS:LRCX price ratio changed from 2:1 to 0.5:1 - and it did not happen over night. One would stick with it assuming you see a clear path out of this dogfight scenario but I don't. I'm concerned even NVLS coming up with better CMP mousetrap AMAT will do exactly the same what they are doing in PVD (didn't Hill mention resolving it (AMAT's predatory pricing) in court - but that makes only the lawyers fat) finance.yahoo.com

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