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Technology Stocks : Semi Equipment Analysis

SOXX 342.47

+1.6%

Jan 16 4:00 PM EST

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To: Donald Wennerstrom who wrote (23028)	4/29/2005 8:25:46 AM
From: sixty2nds	Read Replies (1) of 95738

It is indeed a treacherous market. Skip to the end if you don't want to go OT...Off The deep end. Remember to keep a hand on your wallet. IMO this market will continue at least the next few months. North Korea spewing a bit of venom stopped a nice rally cold about 10 days ago. Yesterday there was a statement that N.Korea had the ability to hit the West Coast with a missile. A missile with a nuke tip. Within hours the military author was on the backpedal. Spies you say? Iran will soon return to the headlines with their "need to be energy independent". Surely you jest! ;^) Real Estate Bubble...Isn't it about time for China to make noise about some close in Real Estate surrounded by water. Speaking of the joust...errr...JEST....cash on hand? How about the trial balloon floated last night. SUNW going private in a LBO. Details on the SUNW thread. Whether you believe it is ALL FUD or Real is irrelevant. I am NOT talking politics and will not discuss that. My friends, the cards are dealt. The game is being played. Decide the rules you play by. Our friends in the A. Rithm family do. Up or Down they make some of the $$ stick. After all regardless of the smell it is green. We all know vegetables are good for you! Don't say I didn't warn you back at the top. ___ON TOPIC___>>> 18:01 KLAC KLA-Tencor earnings call update (40.02 ) Some notable highlights from the Q&A portion of the KLA-Tencor call includes the following: 1) co notes swing projects did happen, just happened at a lower level than expected; 2) co notes "people have not stopped, they are ordering it at a lower level, with management providing the example of 'if an order was for 10, now its for 5"; 3) co notes budgets have gotten tighter; 4) seeing alot of strength in process control of capex; 5) co has a number of venture investments at this time, continuing to look outside of process control. The stock is trading at $38.22 in after hours.

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