Gottfried, RtS, Kirk, I have seen a lot of "funny" market behavior over the last many years, but today's behavior is truly bizarre. AMAT, KLAC, LRCX, to name a few are down over 2 percent. VSEA, TER, are both down over 4 percent. The stock that caused it all is KLIC, now down over 16 PERCENT. And all because SK chose some words that indicated a "slowdown", in his conference call, that wasn't really a slowdown, but a return to "normal" because the Jan/Feb period was so strong.
In the meantime, the market is completely ignoring the worldwide February BtB for semi-equips rising to 1.24. Equipment Bookings rose to 4.67B, a 42 percent year over year growth.
Message 22265031
I wonder what would happen if we had some bad news reported? In the meantime, as I write this note, KLIC is heading down towards the -17 percent area.
Don
P.S. KLIC has hit the -17 percent number and continuing downward. |
