Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 283.56

-1.7%

Nov 17 4:00 PM EST

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To: Gottfried who wrote (29919)	4/12/2006 4:48:44 PM
From: The Ox	Read Replies (1) of 95427

Hey G...blow it out your....Just kidding! I saw your civility comment on the AMAT thread and I just wanted to cause some waves in the water! :) The knee jerk A/H reaction to Lam's earnings is not surprising. One look at the yearly chart and there will be plenty of sellers trying to lock in gains, IMO. Just like Don wrote, the key will be the CC and their ability to forecast the immediate future for themselves, as well as their view on the sector in general. The next factor will be the analyst parade. Will they continue to be positive on Lam or will they start the lemmings rushing over the cliff?

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