Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 285.23

-3.7%

4:00 PM EST

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To: Return to Sender who wrote (31360)	7/10/2006 10:42:09 PM
From: Gottfried	Read Replies (1) of 95596

RtS, more frustrating than analysts being wrong is that there is no answer to the question "what does an analyst want" [apologies to Professor Freud]. The potential big buyers of SEC stocks also don't telegraph what they want any more. They have ignored that SEMI bookings have risen for the better part of a year now. It is not enough to detect a stock bottom. We need a catalyst to drive these stocks up and I don't know what it is, since increased sales and bookings did nothing.

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