Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 330.35

+0.5%

4:00 PM EST

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To: auriculatus who wrote (28770)	2/22/2006 10:54:51 AM
From: etchmeister	Read Replies (2) of 95708

I still got NVLS and also LRCX (401K) but have reduced exposure (Varian and Micron). Remember NVLS cc July 2004? They had upped guidance twice or so and exceeded but the stock just got hammered (ML downgraded 24 hrs prior to semicon West "to set the tone")- I don't intend to go through this again. I am somewhat defensive because we do have an upturn (probably similar to 2004) - not because the economy will go to hell in a bucket.

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