Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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From: brokenst0nes	8/8/2011 11:51:00 AM
	Read Replies (1) of 95622

Couple of tech conferences this week at Pacific Crest and Oppenheimer, might be too early after last results season for some semi companies to shift guidance, still worth keeping an eye/ear out for any sentiment changes. SOX bottomed this time last year at ~305, is semi economy in better shape now compared to last summer, or maybe worse now? I'm inclined to think it has deteriorated and could get worse with all the negative sentiment and more countries forced into austerity measures.

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