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Technology Stocks : Semi Equipment Analysis
SOXX 333.30+0.9%4:00 PM EST
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To: Jerome who wrote (56244)5/10/2012 7:53:10 PM
From: robert b furman1 Recommendation  Read Replies (2) of 95712
 
Hi Jerome,

I agree it does not bode well for Amats solar equipment division.

But that slow down ,is far from new.

Lam and Novellus both indicated the the trough was in Q4 2011 to Q1 2012.

If they felt that way with an early first quarter,what would Amat see with a late quarterly experience?

Should be a longer period of improved business = a positive read/guidance.

Then consider they get to add Varian Semi to the quarter.

Now what does bother me there is a an impaired asset charge associated with the merger.

Samsung,TSMC,Intel all have brought forward technology expansion buys, that should bode well for front end equipment makers.

Chip inventories reduced and hard drives back to normal production levels.Semi sales incrementing up - what's not to like if you are an equipment maker?

I guess that's what makes a market.

Bob
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