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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 164.36+2.3%10:07 AM EDT
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From: etchmeister12/17/2009 1:46:39 PM
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I think we could see the next batch of EPS upwards revisions in January. The pundits keep very low profile on TSMC, Samung, Hynicks capex annoucements. And BoA/ML & Morgan Stanley already blew their wad downgrading the sector.
The assumptions of NVLS model appear to be on track to achieve $2 - not sure if it applies to CY or FY but I hope the Mr. Market is smart enough to figure out that this is secondary - of course it does mater to the bean counters.
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