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


To: Donald Wennerstrom who wrote (29761)3/30/2006 2:58:12 PM
From: The Ox  Respond to of 95640
 
I didn't intend to split hairs, just wanted to point out that there is a difference in perception of a 2nd half "slowdown" if the slowdown is in orders not sales. It is good that you pointed out that some order patterns can immediately effect certain companies, while it may take a few quarters for an order slowdown to influence others.