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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: Return to Sender who wrote (29416)	3/16/2006 4:33:37 PM
From: auriculatus	Read Replies (1) of 95626

NVLS used to be the leader in Cu, and it was one of the darlings in the sector. I missed the point where that all changed. To reluctant to sell out at the bottom (or near to it). NVLS has a very decent p/b and cash/debt, but it sure has been a lot of pain. My remark on CVX is related to trading it based on chart TA, which if you look at it, has been very easy to interpret. RSI/stochastics/BB. This sector in previous years (we have pointed that out) has topped long before the earnings topped, actually, it has topped both the last two times when earnings and bookings just started to turn up. I do not think that we have seen the top in bookings, at least not for LRCX, NVLS and AMAT. This sector seems to one of the most manipulated, why, I don't know.

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