Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: etchmeister who wrote (31864)	8/2/2006 2:37:41 PM
From: robert b furman	Read Replies (2) of 95572

Hi Etch, As much as I like to banter about the many new products that feature chips,it is still largely dependent on a PC cycle. I can't help but think that Msft delaying Vista is slowing Capex with many IDM's,and chip makers. When Vista drives an upgrade cycle - these analysts will be caught with their blinders on as it will crowd an already growing IC market. This time period is really beginning to remind me of October 1998. By this october the mutual funds will have done their window dressing,the hurricane watch will be over and gas can relieve the consumer. Could very well usher in a dynamic consumer lead run on electronics as the growth of the recovery speeds up on marginally cheaper energy. Buy on the dips a 4-6 bagger is brewing. Bob

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