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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: Donald Wennerstrom who wrote (49014)8/17/2010 5:11:25 PM
From: Kirk ©   of 95574
 
Seems like a good decision. If you add any stocks to what you follow, I'd prefer to see some of the less followed ones we discuss here... such as Agilent.

Conference call is a great read
seekingalpha.com

Well worth reading for comments about business since they serve so many markets now.

They see growth in all markets and sectors including Semi. Worst case seems to be leveling off in Semi while the rest of the markets served should continue to do very well.
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