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Technology Stocks : Semi Equipment Analysis
SOXX 342.47+1.6%Jan 16 4:00 PM EST
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To: Donald Wennerstrom who wrote (29136)3/8/2006 4:54:37 PM
From: auriculatus  Read Replies (2) of 95737
 
The Naz was even, and the SECs are all down quite a bit more. So much for high bookings, high utilization rate and great outlooks. A repeat of the last abyss is shaping up. Then the bookings also were tremendous, and just as that became clear, the tops were put in and despite growing earnings thereafter, the stocks went down, down, down.

This group is the most illogical one out there. AMAT might go back to 14 and NVLS back to 20, based on the past performance. What a scam.
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