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Technology Stocks : Semi Equipment Analysis
SOXX 342.47+1.6%Jan 16 4:00 PM EST
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To: Donald Wennerstrom who wrote (12983)1/10/2004 2:15:01 PM
From: BWAC  Read Replies (1) of 95737
 
If KLIC revenues are really going from 150 to 200 million next quarter as is being reported, then the stocks in your list are going to break thru the ceiling this time to new highs. Fast. (After the earnings selloff fakeout)

Probably getting to the point where something like KLAC does an up $5 day, followed by up $3 day, and up $4 the next day.

And I'd venture a guess that the $70 level signals the biggest pile into KLAC we've seen since the last bubble Greenspan kept throwing gas on.
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