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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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To: Sam who wrote (28109)	1/23/2006 8:30:38 AM
From: Sarmad Y. Hermiz	Read Replies (1) of 95616

Sam, it makes good sense. I think seagate will earn much more than the projected ~2/sh. I sold my shares before the latest earnings run-up. But I still like to trade it during the day. My new darling is Intel. I know you are very interested in Flash. I think there will NOT be a switch of computer storage from HDD to flash in '06, '07 or '08. Of course flash usage will still increase. Especially for the hibernate file which can do double duty as hdd cache. But the HDD will still be there. Anyway congratulations again on your Sandisk bet. I would never have stuck with it for so long. I guess that's the difference between stalwart, and dilettante. Sarmad

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