Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 304.92

-0.1%

Dec 30 4:00 PM EST

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To: willcousa who wrote (31443)	7/13/2006 2:38:23 PM
From: etchmeister	Read Replies (1) of 95652

that "we like" or "don't like" some stock. bottom out while bookings are topping and than run it up on a better than expected downturn - I don't think -5% would even come close to the term downturn. And if the financial community really factored in a downturn than it's quite possible that they need to revise earnings upwards. But the one thing that needs to happen is that the new capacity will be diggested. The Korean gorilla Samsung will kick off the earnings season today (Friday Korea); the SNDK board is a good place to find info about the CC.

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