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

To: The Ox who wrote (43081)	1/29/2009 7:44:38 AM
From: Pam	3 Recommendations Read Replies (1) \| Respond to of 95574

This environment will continue for 6-8 Quarters!! I'm glad that you can see what no one else can. No one but you. No need get so testy, TO. That was not not my prediction, it is was said in LRCXs earnings report ;-)

To: The Ox who wrote (43081)	1/29/2009 8:01:49 AM
From: cluka	2 Recommendations Respond to of 95574

Ox, That is Lams outlook. Very downbeat. Lam has issues, etch and clean are shrinking as % of spending. The only chipmaker that is spending some $, Intel, is not their customer. They are in a difficult situation. They are financially strong and still worried and looking to reduce costs aggressively. I hope I am reading it wrong but stock will get pummeled.

To: The Ox who wrote (43081)	1/29/2009 9:06:31 AM
From: BWAC	Read Replies (3) \| Respond to of 95574

Just for the record, Ox please inform the readers when the best time to buy the semi-equip stocks for a 200 to 400% return happens to be? Use LRCX for an example of earnings level. IE when is the point where big money is made by buying what others are selling. Is it: A.) When earnings are above $1 per quarter and not a bad word or down quarter to be seen? or B.) When there are no earnings, no visibility, and losses as far as the eye can see? Rest of the thread feel free to answer as well. MOST all of you have been around for many cycles. I expect you know the answer. And that in itself is why you have been around for years and still have capital to trade the next cycle.