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Technology Stocks : Semi Equipment Analysis
SOXX 303.84+1.3%Dec 22 4:00 PM EST

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To: Sam who wrote (28111)1/23/2006 10:04:23 AM
From: Sarmad Y. Hermiz   of 95626
 
>> BTW, I also have MXO and STX.

Wow! in the winners' circle all around. Very nice.

I agree with your points. Except on flash taking any significant share in computer mass storage in '07 or '08. By the way, samsung's initial boast was for '05 (in fact May of '05) then when that turned out to be BS, they changed it to '06. I guess now the dream is deferred to '07.

Sarmad
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