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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: etchmeister who wrote (31453)	7/13/2006 2:56:36 PM
From: Gottfried	Read Replies (3) of 95652

etch, re >bottom out while bookings are topping < that's what happened to AMAT in fall of 2000 and at later times - as you know. The difference is that in 2000 the stock ran up till April in anticipation of a bookings top. In 2006 we had no such run-up. We've been robbed. AMAT with SEMI bookings briefcase.yahoo.com look for SEMIbookings_AMAT.gif

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