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

To: Return to Sender who wrote (31366)	7/10/2006 11:03:43 PM
From: Gottfried	Read Replies (2) \| Respond to of 95587

RtS, most of the catalysts you mentioned are not company specific but I'll take them if offered. Funny that rising sales during a period with lower inflation and lower rates than now did nothing for AMAT.

To: Return to Sender who wrote (31366)	7/10/2006 11:13:27 PM
From: pcyhuang	Respond to of 95587

The anticipated catalysts may come sooner than you think. On Tuesday (July 11), White House officials are expected to announce that the tax receipts will be about $250 billion above last year's levels and that the deficit will be about $100 billion less than what they projected six months ago. The rising tide in tax payments has been building for months, but the increased scale is surprising even seasoned budget analysts and making it easier for both the administration and Congress to finesse the big run-up in spending over the past year. (NY Times) pcyhuang huangcapital.com