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

To: robert b furman who wrote (41292)	11/2/2008 1:48:49 AM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95617

Bob, I guess what we have to assume is that KLAC's earnings and future outlook was not as bad as the "market" thought it would be. <<With Klac's horrible earnings and guidance what is up with their price action going up?>> I think many other companies fall into the same type of situation - ie, while the report is bad, it is not as bad as feared. In any case the semi's have been bouncing the last 6 days. Since early Friday morning, 10/24, the SMH has gone up 22 percent. <<Then out of the blue, business changes and price is already up 20% before any one even knows the worst is over.>> Message 25131284 Don

To: robert b furman who wrote (41292)	11/2/2008 11:33:07 AM
From: Cary Salsberg	Respond to of 95617

RE: "BWDIK" I have read many, many of your posts and while I conclude that you are a very positive person, I must answer your question with "NOTHING", well, almost! If you travel back to the "Blood Thread", in 1998, you will find that AMAT called the recovery that fall by predicting rising orders for the next year. Nobody is predicting anything, now!

To: robert b furman who wrote (41292)	11/2/2008 12:54:38 PM
From: Gottfried	2 Recommendations Read Replies (1) \| Respond to of 95617

Bob, re >out of the blue, business changes and price is already up 20% before any one even knows the worst is over.< true. Sometimes those early buyer act on their belief that past patterns will repeat. Sometimes those beliefs turn out to be wrong, resulting in another price dip. opinion: This happened early 2001 when a bookings V recovery was assumed. When it became clear the bookings bottom was flat, price fell again - see below