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

To: Gottfried who wrote (46551)	1/22/2010 11:45:02 PM
From: Sam	Read Replies (1) \| Respond to of 95456

Gottfried, I don't believe that this cycle has peaked. As Don noted in his posts earlier today, we are still way down from 2006-2008. I posted the comments from Luczo of Seagate as a way of showing that some CEOs of important keystone tech companies believe that 2010 and 2011 will both be strong, that we are at the beginning of a cycle not the end, as some analysts are saying (see Message 26232698 ). It wouldn't be the semiconductor sector if we didn't have a good scare at least once or twice a year. We were due for one. It will, IMHO, be sharp and quick. We'll see.