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

To: Donald Wennerstrom who wrote (17644)8/5/2004 2:33:35 PM
From: michael97123  Read Replies (2) | Respond to of 95647
 
"Apparently, the projected view of a cyclical retrenchment for 2005 still holds sway for the semi-equip group. I don't know what it is going to take to change that perception."

New Years Day? but by then they will be fearful of the 2006 cyclical retrenchment.



To: Donald Wennerstrom who wrote (17644)8/5/2004 5:01:03 PM
From: BMcV  Respond to of 95647
 
>>the projected view of a cyclical retrenchment for 2005 still holds sway for the semi-equip group. I don't know what it is going to take to change that perception.<<

Probably 2006.


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