Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 328.78

+2.9%

Jan 9 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: The Ox who wrote (31668)	7/20/2006 6:54:39 PM
From: Donald Wennerstrom	Read Replies (3) of 95703

That's right. The stocks have been selling off now for several months, since early this year, and we are still coming up the left hand side of the Bookings "cycle". Not sure when it will peak, but almost to an "entity", within the next 3 months the peak is expected. Never mind that at the first part of this year, the peak was already supposed to be in hand, and 2H06 was going to be "bad". The desire to be first to the door to get out when "peak" is yelled in a crowed room is overwhelming. The length of time from first out the door to the actual "peak" is ever lengthening. Don

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next