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Technology Stocks : Semi Equipment Analysis

SOXX 312.76

+1.1%

Dec 8 4:00 PM EST

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To: Return to Sender who wrote (3110)	5/14/2002 7:43:10 AM
From: Sarmad Y. Hermiz	Read Replies (2) of 95536

>> Outside of the semiconductor industry where do you see any signs of a technological business recovery? Automobile sales are running at near record level. But what do cars have to do with technology ? The electrical and electronic content of cars is now the category with the highest dollar value. Including engine and transmission. Something like $3000 per car. Such things as door locks, power windows, fans, audio systems, airbags, anti-lock brakes, cruise control, traction control, seat adjustments, etc, etc.... And the communication bus in the vehicle is getting more complicated also. Since home sales are at near record levels, appliance sales are at very high levels also. Though I don't know how much electronic content there is.

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