Semi Equipment Analysis Message Board

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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: Donald Wennerstrom who wrote (50887)	1/20/2011 7:17:01 PM
From: robert b furman	of 95541

Hi Don, Business is good and getting better. String out the order bank and wait for the Capex increases to build back the backlog. The concept is level production the most efficient manufacturing method there is. Your stretch out the top and level the peaks. Ahh maturity of a sector. As more mergers occur the Oems will have to get used to more of it. Bob

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