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Technology Stocks : Semi Equipment Analysis
SOXX 303.84+1.3%Dec 22 4:00 PM EST
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To: Return to Sender who wrote (53117)8/8/2011 1:45:50 PM
From: brokenst0nes  Read Replies (1) of 95622
 
roger that, all 30 SOX components currently down.

Listened to a few presentations, nothing much new, some comment re rumor that China is soft for communication, read semis for networking segment.

QCOM followed by BRCM later today.

Could be CQ3 progresses along and we don't get much news flow for another couple of weeks until AVGO/MRVL report on their July ending quarters, as they both are a month later than CQ2, will be good to see if any of the current macro mess is feeding through into less demand.
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