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Technology Stocks : Semi Equipment Analysis

SOXX 328.78

+2.9%

Jan 9 4:00 PM EST

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To: robert b furman who wrote (27476)	12/16/2005 12:19:57 PM
From: BMcV	Read Replies (4) of 95703

Is there any hard evidence of the "double-ordering"? Or soft? The same firm cut TER too. "Citigroup cut Amkor Technology, Inc. (AMKR) to sell from hold, saying double ordering in the chip supply chain makes it increasingly concerned about the support for a strong first quarter 2006. "The broker told clients said that although it feels any first-quarter "air pocket" is liable to be short lived, recent checks suggest at least some customers have slowed purchases of back-end equipment on similar concerns."

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