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Technology Stocks : Semi Equipment Analysis
SOXX 337.35-1.5%Jan 20 4:00 PM EST
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To: etchmeister who wrote (31352)7/10/2006 5:05:36 PM
From: Proud_Infidel  Read Replies (1) of 95743
 
Re: "We believe that the risk of a material downward adjustment in the financial outlook for the semiconductor business is higher now than at any point since early 2002. Additionally, we think that we're closer to a peak in margins and earnings than we previously expected," the Merrill report said.


They peaked all right, but they just kept on peaking.
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