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

To: Gottfried who wrote (31323)	7/8/2006 11:23:18 PM
From: etchmeister	Respond to of 95735

Don, if the analysts predicting less or no SCE growth for 2007 are right, Gottfried; it's likely they will be correct because they were downright wrong about 2006 - remember (looking back at previous "predictions") this upturn was supposed to happen in 2007/2008. We are experiencing a strong upcycle with some SCE exceeding their Y2K top. My guess is that on an absolute base today's downward revision for 2007 might even exceed estimates made 6 months ago - but not based on sequential growth. The dilema we are facing is that 2006 is extremely strong reducing growth going forward.

To: Gottfried who wrote (31323)	7/9/2006 12:03:22 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95735

From the article that RtS posted by John Mauldin, Message 22606433 the following observation is stated. <<Let me keep beating the same drum I have for the past year. Either the economy slows down, which is not good for the stock market, or the Fed is going to keep raising rates, which is not good for the stock market. Either way, we are going to get to buy back into this market at a much lower place than 11,000 on the Dow.>> In other words, we are in a lose-lose situation. Maybe oil is the best way to go.:) Don