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Technology Stocks : Semi Equipment Analysis
SOXX 348.51+5.3%Feb 6 4:00 PM EST
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To: Donald Wennerstrom who wrote (58194)11/19/2012 10:32:57 AM
From: The Ox  Read Replies (1) of 95888
 
Looking at the earnings data and estimates for AMAT, by FY13Q3 (which is CY13Q2), the comps from the previous year's earnings will start to "look good". Assuming these numbers don't change too much to the downside, we should expect the market to start anticipating better things for AMAT within the next 90 days.....if not sooner.
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