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Technology Stocks : Semi Equipment Analysis
SOXX 344.71-1.1%Jan 23 4:00 PM EST
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To: sixty2nds who wrote (22534)3/30/2005 11:35:25 AM
From: etchmeister  Read Replies (1) of 95761
 
The financial community will continue to weasel around;
could IC sales actually see double digit growth in 2005?

Of course pricing will continue to decline but it appears that a good portion of the sharp drop has been digested and MU was actually able to grow the topline sequentially.
Very interesting to see how other segments performed - we need SIA data now;
next week TSMC's monthly sales report should show improvement (this is data for March while the SIA is still witholding Feb data)



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