Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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To: Berk who wrote (39724)	7/29/2008 5:21:18 PM
From: Donald Wennerstrom	Read Replies (3) of 95617

Dick, I certainly go along with your observation. <<These stocks have at times anticipated the equipment bottom by a number of months by moving up before orders picked up.>> I should have added the caveat to the sentence in my post that "will at best keep a "lid" on stock prices over the near term". I was specifically thinking over the next 2 weeks, but beyond that it could be a few more weeks, but then again, it may not. At some point the "market" for semi equips will take notice of the rising revenue coming in 09 compared to 08, and then we should see a turn around. Incidentally, LRCX had a pretty nice report tonight of 0.60 for the quarter compared to consensus estimates of 0.40. Presently trading "up" in AH. Don

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