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Technology Stocks : Semi Equipment Analysis

SOXX 295.15

-2.3%

4:00 PM EST

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To: Return to Sender who wrote (36153)	10/7/2007 9:07:03 PM
From: Donald Wennerstrom	Read Replies (3) of 95391

RtS, Anything can happen. I am the last one to try to predict the market action over the next few months to a year. My biggest concern is lack of upwards earnings projections in 07 and 08. The sector is becoming so proficient in providing more chips, chip count goes up but average selling price goes down. Net result, not much, if any, revenue growth. Don't get me wrong, I think there will be good winners and some poor losers within the SOX index - finding the winners and avoiding the losers is always key. This is a little OT, but for a little trip down memory road, go to Message 14680673 The Group was falling like a rock, but look at the bottom line PE of 11 for the Group. This week it is 16 where it has been for quite some time. Message 23944929 Here is another example from Aug 1998. This is an example of "really moving out". Message 5618767 Another one Message 5852520 And as we all know, the market "bottomed" on 10/8/98, then started its upward journey to the peak in March 2000. Here is what the week looked like. Message 5988901 Don

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