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Technology Stocks : Agilent Technologies (A)
A 146.36+2.1%3:59 PM EDT

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To: Kirk © who wrote (580)11/19/2005 7:15:09 PM
From: robert b furman   of 620
 
Hi Kirk,

Looking good !!

I believe A will end up ( along with Ter and Cohu ) greatly benefitting from the record level of chips (unit count) being utilized in today's markets.

Not only are traditional chips selling in greater numbers ,but the increasing applications are proliferating.

When all of the variable gizmos prove a market,I believe we'll experience a killer ap that will approximate what the PC cycle meant to the chip growth of the 90's /2000 time period.

The many will morph into a few and almost all of us will want one for our specific preference - In all it will drive the need for many more chips.

This convergence equals greater demand for all chips - I don't think most see it that way.

Bob
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