Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 276.98

-2.3%

Nov 18 4:00 PM EST

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To: Donald Wennerstrom who wrote (29949)	4/14/2006 1:51:30 AM
From: etchmeister	Read Replies (1) of 95432

LRCX qtr could help other SCE names trade higher - (i.e. NVLS/VSEA - see analysis) – but we would be sellers into strength on other names given our 2H view. First : thanks for posting the CSFB comments; needed some Alka Selzer to digest these bullish comments from CSFB. they try to make an "investor case" for LRCX but deep down they are "just" traders - I think VSEA leadership/dominance is even exceeding LRCX but it's smaller market; while LRCX is getting finally respect VSEA might be the mink in the grey mouse coat. sad but true NVLS and AMAT are involved in dogfight while LRCX and VSEA are stealing business from AMAT

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