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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (13511)2/23/2004 2:32:45 PM
From: Gottfried  Respond to of 95689
 
Brian, maybe potential buyers think growth in bookings will stop in 6 months? If it did, they'd be right in not buying. Gottfried



To: Proud_Infidel who wrote (13511)2/23/2004 2:39:31 PM
From: Return to Sender  Read Replies (3) | Respond to of 95689
 
Brian, I sure cannot answer those questions. I do remember at the bottom that all the guidance was surprisingly weak and yet stocks began to advance.

The market knew something I did not. Now we are seeing a lot of profit taking at a time that guidance is exceeding expectations.

Could be simple profit taking before the next advance. It could be something worse. Only time will tell.

RtS


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