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

To: The Ox who wrote (31545)	7/18/2006 1:54:02 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95623

Ox, I agree with you - you make good points as usual. I would only add one thing to your statement, <<So that while we have improving fundies in 2006, the sentiment for the semi sector continues to get worse.>> We have improving fundies for the semi sector as well - example - KLAC announced 30 percent Bookings increase this quarter - in the last 4 trading days it is down about 4 to 5 percent - today alone it is down another 4 percent. Another word for "sentiment" is "fear". Don