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Technology Stocks : Semi Equipment Analysis
SOXX 297.50-2.6%Nov 6 4:00 PM EST
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To: BMcV who wrote (13588)2/25/2004 6:18:35 PM
From: BMcV  Read Replies (1) of 95383
 
NVLS's mid-q update CC is helping the stock afterhours. They raised bookings guidance in line with B of A (!). What I found most relevant is their view of the incremental nature of this upturn: they see buyers as focused, controlled, rational. Buys now are eliminating bottlenecks in existing fabs; larger projects are still waiting.

They feel the cycle has a long way to go--as long as the economy in general stays strong.
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