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

To: sixty2nds who wrote (28028)	1/19/2006 12:03:47 PM
From: etchmeister	Respond to of 95456

The sell side crowd is starting to get predictable - hitting with second derivative/order growth slow down bat. Of course the sequential increase in bookings is high and it might be hard to beat that figure but it's based on a relatively low baseline. It's also meaningless in determining earnings potential for this cycle. Compared to two years ago the situation is very similar; at that time sequential order growth was 28% but the stock took a dump. I would not be surprised if the wording of the downgrade from today is identical compared to two years ago. Today's reaction is completely opposite compared to two years ago. Message 19717365 Pretty stunning drop from $35.50 to $27.79 current price! Kirk 1/26/2004 10:18:34 AM