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Technology Stocks : Semi Equipment Analysis

SOXX 351.50

-2.4%

4:00 PM EST

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To: BWAC who wrote (26312)	10/26/2005 11:12:14 AM
From: Gottfried	Read Replies (1) of 95931

OT *** great analysis by chipstocktrader... "by: chipstocktrader Long-Term Sentiment: Buy 10/25/05 03:52 pm Msg: 46563 of 46568 KSN's recent article on SPIL gives perfect feedback on the market's view of semiconductors: Because the company is doing so well - it can't get any better, so it's selling off; and to those who are recording inline or flat; they are getting killed - because it should have been better and wasn't (which if it was, would have been as "good as it gets" - which would have meant the same thing as the above sentence). I think that I will remember this quarter retrospectively as the one in which the new chip cycle began - and it was considered very bad because it looked so good and very bad because it didn't look good enough. Alice in Wonderland and the chesher cat - where are you when we need you? " messages.yahoo.com

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