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Technology Stocks : Semi Equipment Analysis

SOXX 324.89

-1.1%

Jan 7 4:00 PM EST

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To: Donald Wennerstrom who wrote (31671)	7/24/2006 12:13:22 PM
From: etchmeister	of 95689

The desire to be first to the door to get out when "peak" is yelled in a crowed room is overwhelming. The length of time from first out the door to the actual "peak" is ever lengthening. During CC LRCX announced they will discontinue giving booking guidance - investors and shareholders want to focus on shipments and operational execution. I sense other are equally getting tired playing musical chair while the "financial community" plays the music.

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