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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: Jacob Snyder who wrote (51658)	4/4/2011 6:20:23 PM
From: Donald Wennerstrom	Read Replies (1) of 95546

Jacob, I think there was a lot of information in the article, but as you point out, a lot of questions about the market place going forward. If the subsidies the solar companies have been enjoying for some time come to a screeching halt, the GMs will undoubtedly fall and profits will be suppressed. I think this sector is more risky than the general market place due to the fickle nature of Government subsidies. With the world economic situation on shaky ground as it is, subsidies may shrink even further than previously given. Like you, I have no position in these stocks.

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