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Technology Stocks : Semi Equipment Analysis
SOXX 283.58+0.3%4:00 PM EST
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To: Proud_Infidel who wrote (30254)5/4/2006 1:42:01 PM
From: BWAC  Read Replies (1) of 95467
 
<but how much of that has already been priced into the stock?>

Not enough for RBC to finish unloading it inventory yet.

Here again we have the markIt steadily moving up, right into a maximum risk inflection event with tomorrow's economic news. By the time the Fed decides to continue it mistakes, gross erros, and miscalculations in economic cliff diving next Tuesday we should be maxed out on risk at new DOW all time highs.

Btw RBC doesn't like QLGC at 5 times sales, 4 times cash, and 20ish forward estimate PE.
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