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Technology Stocks : Semi Equipment Analysis

SOXX 301.15

-1.2%

Dec 31 4:00 PM EST

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To: BMcV who wrote (17597)	8/4/2004 11:41:19 AM
From: Donald Wennerstrom	Read Replies (2) of 95656

<<We continue to forecast a mild '05 downturn (-2%y/y).>> I don't know about the rest of the thread, but I have a very hard time trying to decipher "word statements" like the above. They seem to change from one news release to the other. There is never any continuity of data posted to show how they get from one point to another point. IMO, CSFB has been predicting a 15 to 20 percent downturn for 2005 for the past 6 months or more, not the 2 percent stated above. Not only that, they have been predicting a "flat" 2H04. <<Sequential growth in 2Q04 came in well above typical seasonal performance>> <<Assuming only a seasonal 2H,the industry is on-track for roughly +28%y/y growth.>> Now CSFB is assuming a "seasonal 2H", what ever that means? Don

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