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

To: auriculatus who wrote (22866)4/19/2005 9:42:26 AM
From: The Ox  Read Replies (2) | Respond to of 95617
 
At least PJ can look past next quarter and consider what might happen in 2006. No one seems to mention that if NVLS can generate sold cash flow during the lull in SCE spending, just think what they will be able to do when demand picks up.

Clearly there is a widely accepted view that valuations in this sector should continue to contract. This would be true only if we do not start to rebound in 2006, imo.


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