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Technology Stocks : Semi Equipment Analysis
SOXX 343.07-0.5%Jan 26 4:00 PM EST
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To: auriculatus who wrote (29221)3/9/2006 4:50:03 PM
From: Sarmad Y. Hermiz  Read Replies (3) of 95765
 
>> The clear bookings picture is the beginning of the end for these stocks.

Was the "cycle" in the stocks' price only ? Or was it in the booking, earnings, and stock price ? In other words, did the stock price crash because the P/E compressed ? or did earnings fall ?
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