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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: robert b furman who wrote (15774)	6/17/2004 12:15:54 PM
From: Donald Wennerstrom	Read Replies (1) of 95574

<<1) any growth above last quarter and this quarter will result in strong bottom line performance.>> Exactly - that's what it is all about - get back up to a good "run rate" where your company is making money, and then relatively small increases in Bookings and Billings "drop to the bottom line" in profit. But that is where the "tug of war" is at right now. Many in the investment community are convinced the semi's are on another "boom and bust" cycle right now, even though the available forward looking news says that is not the case. This issue has to be settled in some way prior to the "institutional money" stepping back into the market again. JMO, Don

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