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

To: The Ox who wrote (39721)	7/29/2008 12:50:09 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95622

Ox, Those are very good examples of what is happening in the semi-equip area. I just finished a post to Bob Furman where I mentioned the large drop(20 percent) in Worldwide Semiconductor Equipment sales from 07 to 08. That sales drop is having a big impact on most of the semi-equip companies. The next 2 weeks of quarterly reports is probably going to be more of the same, ie, projected reduced sales going forward which will at best keep a "lid" on stock prices. Don