Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 304.92

-0.1%

Dec 30 4:00 PM EST

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To: BMcV who wrote (17602)	8/4/2004 12:04:53 PM
From: The Ox	Read Replies (3) of 95652

I guess we should be a little less sarcastic. At least this analysis admits it could be off by a factor of 50%. What they don't admit to is that it could be off by a factor of 50% in the opposite direction. In other words, 2005 could be stronger then they expect but that wouldn't be acceptable. Almost no one is willing to say anything that could be interpreted as the slightest bit bullish about the future. No. Down is the only possibility going forward. Either our estimates are ok or they are way too high. No way could we miss a possible upside looming on the horizon. No way...

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