Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 296.20

-0.6%

Dec 16 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (27891)	1/11/2006 6:25:07 PM
From: etchmeister	Read Replies (1) of 95587

He sees a growth year ahead for equipment stocks, with peak valuations sometime in early 2007. If this really materializes semi could peak around July during avery bullish Semicon West when the news can't get any better. Mark FitzGerald of Banc of America Securities said the 10 percent growth of the sector “is not interesting to Wall Street”, adding that three quarters of the companies have business models that don’t make sense. Further, profits in the sector are concentrated in the top five companies. If that's the case I recommend he sets an example and gets his own ... fired

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next