Replies to post #64720 on Zeev's Turnips Patch-No Politics (ZEEV)

[JMKel]

That is good! Unless you are long the equipment companies.
Even there the DRAM companies need new equipment to compete with Samsung.

[All Mtn Ski]

CAPEX names getting hammered in AH. Hopefully this will continue tomorrow and the next day and the next day and the next day.......<bg>



A-M-S

[jdaasoc]

Margins, expenses & R&D flat for first quarter relative to fourth quarter, capex down. This doesn't sound like a company that can guide higher unless world economy imporves but let's see what street proclaims tomorrow.

[Zeev Hed]

And that is the rub, since the sox is overweighed with Semi-equip companies, as far as I can see these are dropping like rocks, AMAT at $14.65 ($15.36 close), NVLS at $32 ($33.45 on close), KLAC $37.75 ($39.65 close) and CCMP at $54.42 ($55.38 close, lucky I got out.)

Zeev