Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

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To: Proud_Infidel who wrote (30467)	5/16/2006 5:47:13 PM
From: Donald Wennerstrom	Read Replies (1) of 95500

We are getting close to the beginning of 2H06. With AMAT's report tonight specifically calling 2H06 strong, and stating they expect a 5 to 10 percent order increase in their 3rd quarter, the "cycle theory" of a down 2H06 is starting to crack. More information is beginning to become available for 2H06. It won't be long until we find out which scenario is the more likely to happen. Don

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