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Technology Stocks : Semi Equipment Analysis

SOXX 302.84

+2.0%

Dec 2 4:00 PM EST

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To: Donald Wennerstrom who wrote (30466)	5/16/2006 6:17:16 PM
From: etchmeister	Read Replies (2) of 95515

<<On the cycle front, going into 1Q earnings we expected an order peak in June, but it now looks like Sep orders will track flattish for some companies helped by DRAM, but this view is reflected in stocks after the recent rally.>> I suppose that was the reason for CSFB increasing AMAT's EPS; BRKS and LRCX both stated that customers stage expansion plans in 5 -10 k wafers rather placing one order for 20 +++ k wafer fab; consequently the peak gets blurry and far less pronounced compared to the past. It seems pretty straight forward to me but the analyst community seems to have problem with it.

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