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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

Dec 4 4:00 PM EST

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To: Ian@SI who wrote (30422)	5/15/2006 1:27:50 PM
From: Donald Wennerstrom	of 95525

Ian, 2H06 is arguably "murky" with proponents on both sides of the fence - some good, some bad. Which forecast holds true remains to be seen. One of today's posts on the AMAT addresses the subject to some extent. Message 22451346 Within that post, the following is stated that probably summarizes the situation quite well. <<Merrill Lynch analyst Brett Hodess expects the company to report solid second-quarter results and provide a growth outlook. "We believe visibility for order growth beyond the June/July quarter is improving for AMAT and its peers, Hodess wrote in a note to clients. "However, any good news from the conference call could already be discounted as investors remain concerned about a potential order slowdown" in the later half of the year.>> Don

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