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: Donald Wennerstrom who wrote (31547)	7/18/2006 3:10:03 PM
From: The Ox	Read Replies (1) of 95652

>>>>I would only add one thing to your statement, <<So that while we have improving fundies in 2006, the sentiment for the semi sector continues to get worse.>> We have improving fundies for the semi sector as well -<<<< Due to my poorly worded sentence, I'm not surprised you took it to mean the over all market fundies. I was actually referencing the improving semi fundies, not the market's. Very soon the market will wake up to the improving fundies which underscore the falling prices in the semi industry. It may take another quarter or 2, which could mean that the prices will be so very low that we will get RtS's "shooting fish in a barrel" scenario where you can buy just about any stock and see substantial appreciation going forward. I'm seeing many companies already well below "fair value" but I expect them to continue dropping due to the fear factor that is sweeping the stock market.

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