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 (42439)	1/2/2009 1:54:04 PM
From: robert b furman	1 Recommendation of 95536

Very misleading and negatively skewed headline. Excluding memory sales were up 4.7 %. Overall sales were down due to price collapse of memory. AHHH too bad electrical widgets just got cheaper because commodoty memory makers were selling them below cost to gain market share. DEJA VY - sound like October of 98?? Sure does to me. Stop over production and the problem is fixed plus or minus a month. No big deal and yes it looks like they've already curbed production. Get ready for a nice turn here. Bob

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