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

To: Sam who wrote (52737)	7/12/2011 1:20:01 AM
From: marc ultra	3 Recommendations Respond to of 95622

I thought the NVLS was very downbeat and disturbing. It sounds like there's been a recent widespread deterioration and extreme caution that could last though it seems it may not be in sync with end demand. Also at the same time we had a significant warning from MCHP today. This looks well beyond just a PC issue and given these are early reports I'll be looking to see if this is going to be a sector-wide issue. I think we may be seeing a combination of the significant slowing that has been forecast by the ECRI along with recent factors like Europe and oil prices and maybe the debt ceiling and businesses may be freaking out at he moment. I thought it was interesting when he said when he talked to lower level people they all felt capacity needed to be built up to meet expected demand but once it got to the the decision makers at the top they were very cautious and said no. I'm worried negative perceptions are becoming self-fulfilling reality.