Semi Equipment Analysis Message Board

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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: Donald Wennerstrom who wrote (15523)	6/2/2004 8:29:01 PM
From: Gottfried	Read Replies (1) of 95378

Don, I don't understand the 6 month remark either. IBD is not known for incisive analysis of fundamentals, so I'll just ignore it. With this attitude of 'seeing' the equipment cyclic top so prevalent, this may become a cycle without $$ gains on the stocks. The biz is improving, earnings will grow some more but it's unsustainable - so lets downgrade everything. OR are they trying to hold stocks down until their masters are ready to get in? Gottfried

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