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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

+1.3%

Dec 10 4:00 PM EST

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To: Gottfried who wrote (31367)	7/10/2006 11:54:07 PM
From: etchmeister	Read Replies (3) of 95561

All these catalysts are in place - five years of steady growth. The data shows it clearly but the market is still boxed into the "highly cyclical" mind set and if necessary analyst will make their own cycle. So everybody is waiting for Gaudot to show up and time that true bottom perfectly where everybody is dumping semis like there is no tomorrow and than make a killing. The return greatly depends how far in the ground you can drive these stocks but guess what equipment makers figured out to stay profitable during slow downs (a big difference compared to the past). This looks quite different compared to several months ago; it's not a catalyst but not an obstacle either: finance.yahoo.com BTW: I reposted that Herb Greenberg post from two years ago - 2 years ago he said due to option expensing AMAT's midcycle earnings would be 25 cents on an annual base - it turned out AMAT made 14 cents in two of the weak 2005 quarters - that's 56 cents. I think a number of big and large investors erased chip stocks from their landscape no matter what and they don't intend to reconsider. But on the other hand I don't recall having so many research and financial pundits following the sector. Just compare it the coverage the sector received 10 years ago

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