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Technology Stocks : Verigy, Ltd. (VRGY)

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From: Kirk ©	5/25/2007 10:38:41 AM
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Here is an interesting chart from William Trent, who is now getting bullish on the sector. "Although SEMI says year/year bookings were “even” with last year, my spreadsheet calculates “even” as down 0.6%. This is, of course, the beginning of a quite natural correction after the recent extended period of overordering, as depicted in the chart below. What I have described over the last year as a “building imbalance,” SEMI calls “relative equilibrium” and Citi calls “bleeding to death.” A rose by any other name, I suppose. The good news (for me, anyway) is that with the downturn now widely accepted I can continue to be contrarian but take a more bullish stance on the sector - and being bullish is usually more fun. chip.seekingalpha.com

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