Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 305.32

-0.2%

Dec 29 4:00 PM EST

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To: Proud_Infidel who wrote (13730)	3/4/2004 8:29:08 PM
From: KMcKlendin	Read Replies (1) of 95645

Regarding the recent "fear" or selling-- I have no ability to predict the short term movement of the market. However, it strikes me as bullish that: (1) This board is concerned about losing money and (2) analysts are all predicting the cycle end, just as we recover from the worst semiconductor equipment downturn in history. Given the carnage of the past few years, it seems appropriate that the early bull market should climb a "wall of worry." I've listened to the conference calls of AMAT, NVLS, and KLAC, and they are all bullish to one degree or another. More importantly, the prevailing view is that it should be a long and strong upturn. It is possible that the companies are wrong and the traders and analysts are right. If that's the case and prices go down significantly, I have purchases that I want to make. --Keith

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