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

To: auriculatus who wrote (29412)	3/16/2006 3:39:52 PM
From: BWAC	Read Replies (1) \| Respond to of 95622

<these clowns don't seem to understand what impact their poorly thought through comments have.> Yes they do. They serve the exact intended purpose. Stoke volatility and separate you from your investment.

To: auriculatus who wrote (29412)	3/16/2006 4:06:33 PM
From: etchmeister	Read Replies (1) \| Respond to of 95622

Like Hill at NVLS, these clowns don't seem to understand what impact their poorly thought through comments have. Auri I asked you about this before but you did not answer. Is it correct that Hill stated "in like a lion and out like a bobcat" while referring to bookings in CY2006?

To: auriculatus who wrote (29412)	3/16/2006 4:06:47 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95622

Very few semiconductor or semi equipment companies actually go bankrupt. This is not the worst sector to trade at all. You do have to do a better job of spreading risk. Why so much focus on NVLS? And as far as CVX goes if you compare it long term it does not even outperform NVLS until recently. What if you had played LRCX instead: finance.yahoo.com This sector is cyclical. KLIC is a good proxy for the sector. According to what I heard today the top of their orders was put in during January. The SOX and SMH topped then too. I'm not saying it's easy to trade these stocks. If it were I would never have gone long the SMH recently. But when we hit a cyclical bottom, maybe 9 months from now, I'll be backing up the truck to buy. Don't let one bad stock keep you from making money. RtS

To: auriculatus who wrote (29412)	3/16/2006 5:05:20 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95622

One of the strong points that a CEO should have is to use the "right words" when talking to the analysts. SK has failed time and time again. <<Like Hill at NVLS, these clowns don't seem to understand what impact their poorly thought through comments have.>> Just for the record, KLIC finished down 20.3 percent for today. Don