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

To: etchmeister who wrote (31352)7/10/2006 5:05:36 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 95738
 
Re: "We believe that the risk of a material downward adjustment in the financial outlook for the semiconductor business is higher now than at any point since early 2002. Additionally, we think that we're closer to a peak in margins and earnings than we previously expected," the Merrill report said.


They peaked all right, but they just kept on peaking.



To: etchmeister who wrote (31352)7/10/2006 6:15:04 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95738
 
ML seems to be very consistent - they wait for the Monday of SEMIcon West to begin and then they hit the industry with a broadside downgrade. 7/12/04 and now 7/10/06. We should have expected it.:)

Don



To: etchmeister who wrote (31352)7/10/2006 10:25:23 PM
From: pcyhuang  Read Replies (1) | Respond to of 95738
 
delete


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