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


To: etchmeister who wrote (29958)4/15/2006 2:26:45 PM
From: Donald Wennerstrom  Respond to of 95432
 
The LRCX report, which included a bullish outlook for the Sep quarter, did not change CSFB's mind about 2H06.

<<Mgmt thinks Sep orders should be up based upon current visibility. We continue to think Sep/Dec orders will be down 10% q/q for the group.>>

There are many analysts who think the same way as CSFB. Until that "burden" is lifted, the semi-equips will have a tough time making any headway.

DON