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Technology Stocks : Semi Equipment Analysis

SOXX 270.83

+1.0%

Nov 21 4:00 PM EST

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To: sixty2nds who wrote (28014)	1/19/2006 10:50:27 AM
From: etchmeister	Read Replies (2) of 95456

Goldman Sachs downgrades Lam Research (LRCX 38.32) to Underperform from In Line as they believe the semi cycle has likely reached a point of unsustainability, with both AMD and LRCX reporting/guiding to peak margin levels and offering bullish outlooks for their businesses, typically a sign that cyclical companies have gotten a bit ahead of themselves... So for the last 12 to 18 months the guy is telling how memory will lead next leg down; he misses the upturn and as I had predicted he now plays the cycle has peaked scenario.

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