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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST
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To: Jacob Snyder who wrote (48603)7/21/2010 1:54:42 AM
From: Ian@SI1 Recommendation   of 95574
 
But overcapacity would take care of the $300B chip sales threat that's at risk with current prices/demand. :(

I mean I never thought I'd ever see $300B; it's like the death of optical lithography. Hasn't its death been forecast as less than 10 years away ever since 1 micron feature sizes?
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