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Technology Stocks : Semi Equipment Analysis
SOXX 312.18-0.2%Dec 9 4:00 PM EST

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To: Paul V. who wrote (42746)1/16/2009 12:02:25 PM
From: Gottfried   of 95541
 
Paul, re >$650 million for the U.S. Commerce Department to distribute $40 coupons that offset the cost of digital TV converter boxes.<

There are dozens of companies making those boxes, so the extra $650m will be spread out and I don't expect any single company to become golden.

it also says >The bill also includes $6 billion to promote deployment of high-speed Internet access in unserved and underserved areas, considerably less than the $44 billion requested by Internet advocates.<

I don't know how fast this spending will occur and how much will be used for equipment. I don't expect any company's stock to soar as a result because there are so many.
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