Semi Equipment Analysis Message Board

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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: Donald Wennerstrom who wrote (29821)	4/5/2006 1:27:41 AM
From: etchmeister	Read Replies (2) of 95622

Firm continues to believe that semi equipment stocks generally have a downward bias given a potential order peak mid-year. While they remain comfortable with their Overweight call on LRCX, they note that LRCX has very limited exposure to INTC; semi equipment co's with relatively higher exposure to INTC include NVLS and VSEA.>> What's frustrating is they never projected an upturn - quite the opposite; i (still) feel somewhat positive about Lam but CSFB is probably the kiss of death just like Fitzy death kissed AMAT when he "upgraded" AMAT several months ago. My question is why CSFB, BofA, GS still bother they note that LRCX has very limited exposure to INTC; this is pure bullshit - the orderpeak will weigh on LRCX like it does on its peers;

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