Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 331.90

-0.4%

4:00 PM EST

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To: robert b furman who wrote (27433)	12/15/2005 12:06:57 AM
From: sixty2nds	Read Replies (1) of 95718

Hello Robert. I was pressed for time this AM and not precise. What struck me immediately about the BRCM piece was the muted seasonality statement. There is now an "expert" errr...an analyst on board. BWAC, would you proof my history of this situation? .... Boss here is the SE report you asked for. The cycle has turned. Whoa boy! Let me see that. Hmmm, aha, Thank you son. Say, Ah Say, son you are a chicken hawk. Chicken Hawks eat chickens. Let me show you how it works. First, Ah say first you got to find a chicken. The cycle has not turned. What we have here is a case of muted seasonality. G, I remember punchcards. Foghorn was much more fun.

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