Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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To: Gottfried who wrote (29861)	4/7/2006 12:10:59 PM
From: Donald Wennerstrom	Read Replies (1) of 95616

Gottfried, I think it is not the rate itself, it is more the uncertainty of when the Fed is going to stop raising the rates. Apparently, the "market" wants to know when the Fed is going to stop. This "paranoia" has been going on for months now, and no one knows when it is going to stop. Whatever it is that is ailing the market is causing a lot of "deep red" today. The semi-equips are getting hit quite hard. KLAC down 3 percent, AMAT down 2 percent, TER down 3 percent, NVLS down 2 percent, and the SOX and SMH are down 2 percent. Don

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