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

To: Proud_Infidel who wrote (22873)	4/19/2005 3:42:12 PM
From: The Ox	Read Replies (1) \| Respond to of 95616

Clearly they are in RtS's camp that 2006 will end up being a total wash out.

To: Proud_Infidel who wrote (22873)	4/19/2005 8:45:35 PM
From: etchmeister	Respond to of 95616

NVLS flat bookings, LRCX down 19% - fits perfect to a shallow bottom. KLAC margins should always be better because there is no process development - it's more or less a piece of hardware. NVLS sells a piece of hardware AND a process; so does LRCX but being strictly in etch should also be an advantage in regards to margins. The benchmark in regards to margins for NVLS should be AMAT IMHO. How do NVLS margin from last quarter compare to AMAT - in case of predatory pricing it most likely comes from AMAT.

To: Proud_Infidel who wrote (22873)	4/22/2005 11:21:41 AM
From: auriculatus	Read Replies (3) \| Respond to of 95616

I have seen that, yet it still amazes me to see them trade at the same p/b value where they were when they had 80 million in quarterly bookings. Now it is a sustained 300 million plus. GS is the worst when it comes to telling people where to buy and sell, hence I actually like to see them touting a demise of NVLS. Gasoline inventories 5% higher than a year ago and 2% growth. That should normally (without the hedge funds) spell a huge decline in gasoline. But hey, what do I know about supply and demand. All people would need to do is think once before they turn the key and look if this trip is necessary or if this errand can wait a day and then be combined with something else. That's what happened in Europe once gasoline became the favorite cash cow of the socialist states and was slapped with taxes to the point where they make up 80% of the cost at the pump today! Anybody could easily cut out five to ten percent of their driving. If everybody would do that, the gasoline market would be flooded by supply and the hedgies might end up eating it big time.