Azenta Message Board - Msg: 23790808

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Technology Stocks : Azenta

AZTA 29.56

-3.2%

3:59 PM EST

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To: mopgcw who wrote (896)	8/14/2007 12:29:40 AM
From: etchmeister	of 1138

No wonder GS is in trouble...as they fucked up 18 months ago - don't feel sorry for GS they have plenty of money stocks as the semi cycle seems to be on borrowed time from both an inventory and capacity perspective. To: mopgcw who wrote (862) 3/18/2006 3:25:24 AM From: mopgcw of 896 GS US Semi & SPE: GS Tech Conference Day 1 - Product cycle stories stand out Semi and SPE takeaways from Day 1 at the GS Tech Conference: 1) Semi companies are very bullish about business trends but are clearly less confident when the conversations shift to inventory issues, which only fuels our fears about a repeat of the 2004 inventory driven downturn, 2) Semi equipment companies are also very bullish about continued order growth into CQ2?06 and, while admitting visibility is limited for H2?06, SPE managements are hopeful about continued order growth throughout the year, 3) Our own take is that our meetings on Day 1 of the conference lead us to believe that the product cycle driven stories in both semis and SPE (i.e. MRVL, BRCM and FORM) are now, more than ever, the most attractive options for investors over the more cyclically driven stocks as the semi cycle seems to be on borrowed time from both an inventory and capacity perspective.

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