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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Kirk © who wrote (38700)	3/22/2008 8:52:37 AM
From: The Ox	Read Replies (2) of 95541

There's little reason to single out LRCX. In fact, over the past 6 months that they've gone down, they've outperformed many of the other stocks in the industry: finance.yahoo.com I don't think there is anything specific to LRCX to single out as a cause for the drop. Almost the opposite, that they've held on relatively well, considering the market's mood toward this sector! When the sector gets a bid, I think there will plenty of eyes on LRCX! jmo TO ps...Thanks for adding to the total line, Don. It will be interesting to see a PEG for the group. Not sure it will tell us much but just another data point someone might hang their hat on!

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