Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 270.83

+1.0%

4:00 PM EST

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To: Gottfried who wrote (46539)	1/22/2010 8:53:10 PM
From: EACarl	Read Replies (1) of 95456

From your link from Citigroup analyst Timothy Arcuri who said "capital expenditures in the first half of 2010 will be greater than expected." He downgraded the sector, but the above quote sounds bullish! Of course these guys never make sense to me. <<Late edit. Looks like his logic is that 1st half 2010 will be better because of pull-ins from 2nd half 2010 and from 2011 making an early cycle peak>> The strange thing is all the "experts" say we need a correction. As I'm sure the followers of this sector know, there have been huge corrections already for most stocks in the sector during the past 10 months. I'm trying to figure out if the entire "cycle" is over already. No for fundamentals of the companies, but for the stock prices. Stocks can lead by a year, so it's possible, but I sure hope it is not the case.

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