Semi Equipment Analysis Message Board

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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: Gottfried who wrote (26733)	11/7/2005 8:40:11 AM
From: robert b furman	Read Replies (2) of 95737

Hi G, Great chart and I agree. Chip makers lead equipment makers. Equipment makers always shake out a little harder - just before a turn. Although difficult to hold onto - an endearing quality if you buy the dip correctly. I always watch the IBD industry sector rankings.Chip stocks finished the week in 17 vs 22 last week and 30 3 months ago. Equipment makers (lagging behind)42nd on Friday,67th last week and 31st 3 months ago - So we see that shakeout going on in equipment makers actually below where they were 3 months ago as chip makers (who were only 1 slot ahead 3 months ago) lead the way up to new rotational leadership. This is a good set up - especially with the seasonality favoring the increased use of electronics. As Christmas buying defines what is hot, (and out of stock -with orders building backlogs for 2006 Q1) we'll see what equipment is in demand. Generally a good environment for across the board leading edge capabilities. IMHO Bob

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