Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 312.76

+1.1%

Dec 8 4:00 PM EST

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To: Donald Wennerstrom who wrote (30477)	5/16/2006 11:43:31 PM
From: etchmeister	of 95536

CSFB changes their story about a down 2H06, 10 percent quarter over quarter. I expect comments like we underestimated current and future strength of the business but it's too late to step in... Business outlook for memory segment looks very good (see Toshiba news)and Samsung's outlook was everything but bearish but there is no Samsung ADR and hence there is literally no coverage though Sammy is one of the heavyweights.

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