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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: Woody_Nickels who wrote (50696)1/8/2011 2:49:46 PM
From: robert b furman2 Recommendations   of 95626
 
Hi Woody,

Thanks for the input.

I understand Intel is behind the ball now.

I also think,that is their MO.

If the market is b ig enough,intel relentlessly focusses their manufacturing prowess,as they include it into their chips.

They achieved the dominant manufacturer of graphics chips in just exactly this approach.

If this could be duplicated in mobile chips,the incorrect perception of them missing this market could give us a great and rare opportunity to an accidental dividend yield that pays 3.5% to 4.5 % yield while we have a long term double or 50% RETURN!

Just wondering.

Thanks again

Bob
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