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


To: Return to Sender who wrote (27883)1/11/2006 4:02:00 PM
From: Proud_Infidel  Respond to of 95720
 
AMAT has about 40% fewer heads working there than at the peak in 2000, so any upturn in business could mean great things for the stock.

Just something to consider.



To: Return to Sender who wrote (27883)1/11/2006 4:02:21 PM
From: rlev  Read Replies (1) | Respond to of 95720
 
I'm not sure I want hear anything bullish from you RTS :). You represent the wall of worry we need to climb and if you go bullish we are doomed!!

I want (need) those pesky semis & semi equipment to do well in 06. Stay a bear!

Thanks,

Rich



To: Return to Sender who wrote (27883)1/11/2006 4:02:59 PM
From: Proud_Infidel  Read Replies (2) | Respond to of 95720
 
Also, an article from the "other" side:

Chips Are No Bargain

us.rd.yahoo.com*http://www.thestreet.com/_yahoo/tech/semis/10261389.html?cm_ven=YAHOO&cm_cat=FREE&cm_ite=NA