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Technology Stocks : Semi Equipment Analysis
SOXX 342.47+1.6%Jan 16 4:00 PM EST

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To: Donald Wennerstrom who wrote (38130)2/14/2008 1:51:12 PM
From: etchmeister  Read Replies (1) of 95735
 
Goldman must be pissed...Why I'm Bearish on the Chip Equipment Cycle - Seeking Alpha
Nov 5, 2007 ... "I think we're heading to the worst semiconductor equipment downturn - perhaps ever," said James Covello, a Goldman Sachs analyst. ...
seekingalpha.com/article/52785-why-i-m-bearish-on-the-chip-equipment-cycle - 49k - Cached - Similar pages

still not figured out why GS holds NVLS

GOLDMAN SACHS GROUP INC 6,564,691 5.65 $178,953,476 30-Sep-07

finance.yahoo.com

Can't believe one of them is running the "US economics" - run it like a hedge fund LOL -
oh well his clock is running out
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